# Ordering & checkout

URL: https://docs.sparklayer.io/help/ordering

Configure how B2B customers build carts, check out, pay and reorder in SparkLayer, from payment methods and net terms to quoting, shipping rules and invoices.

> **Quick summary**
>
> - This section covers the B2B ordering journey, from the cart to the order in your eCommerce platform: checkout fields, payment, credit and net terms, tax and shipping, quotes, invoices and reordering tools.
> - Customers order in the SparkLayer [My Cart](https://docs.sparklayer.io/help/storefront/interfaces/my-cart.md) on your storefront, and each order is created in your eCommerce platform.
> - Most features are on every plan, including net terms and Pay on Account. Intelligent Cart and SparkLayer shipping rates need Starter, Invoices need Growth and Quotes need Pro (or the Quoting Engine add-on on Starter and Growth). See [Plans and features](https://docs.sparklayer.io/help/plans-and-features.md).
> - Switch ordering features on at **Settings > Configurations** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/settings/general)), or **SparkLayer Wholesale > Settings > Configurations** in the Shopify app, and set up the checkout at **Storefront > Options > Checkout** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/storefront/options)), or **SparkLayer Wholesale > Storefront > Options > Checkout** in the Shopify app.

## How B2B ordering works

The B2B ordering journey:

1. **Cart**: The customer adds products, from search, shopping lists, Favourites or Intelligent Cart.
2. **Checkout**: They choose a shipping address, fill in checkout fields such as a PO number, and pick a shipping method.
3. **Payment**: They pay upfront by card, by invoice or on account, or request a quote.
4. **Order in your platform**: The order is created in your eCommerce platform as a draft or completed order, and shows in Orders.

Tax is added at the last step of the checkout, from your platform's tax settings. Shipping costs come from your platform or SparkLayer shipping rates.

## Where the settings live

| Screen | What you set there |
| --- | --- |
| **Settings > Configurations** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/settings/general)), or **SparkLayer Wholesale > Settings > Configurations** in the Shopify app | Feature switches in four cards: **Ordering** (company users, multi-location stock, recurring orders, payments visibility), **Quotes and invoices**, **Pricing and cart** and **Store** (store details, email domain, purchase ID prefix). |
| **Storefront > Options > Checkout** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/storefront/options)), or **SparkLayer Wholesale > Storefront > Options > Checkout** in the Shopify app | Checkout fields, the order of payment methods, saving addresses and hiding the AI cart features. |
| **Customers > Groups** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/groups)), or **SparkLayer Wholesale > Customers > Customer groups** in the Shopify app | Which payment methods, order limits and checkout access each group of customers gets. |
| **Settings > Shipping** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/shipping)), or **SparkLayer Wholesale > Settings > Shipping** in the Shopify app | SparkLayer's own B2B shipping methods, and which Shopify method is pre-selected at checkout. |
| **Integrations > Platform > Shopify order actions** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform > Shopify order actions** in the Shopify app | On Shopify, whether draft orders are completed automatically. |

## Checkout and payment

- [Cart & checkout](https://docs.sparklayer.io/help/ordering/cart-and-checkout.md): How the SparkLayer cart and checkout work for B2B customers, and the settings that change them.
- [Checkout fields](https://docs.sparklayer.io/help/ordering/checkout-fields.md): Collect extra information at checkout, such as a PO number, with custom and standard checkout fields.
- [Payment methods](https://docs.sparklayer.io/help/ordering/payment-methods.md): Choose which B2B payment methods customers see, rename and reorder them, and set the default.
- [Credit, net terms & invoicing](https://docs.sparklayer.io/help/ordering/credit-net-terms-and-invoicing.md): Set credit limits, account balances and payment terms such as Net 30 or Net 60 for B2B customers.
- [Invoices](https://docs.sparklayer.io/help/ordering/invoices.md): Let B2B customers download PDF invoices from My Account, and customise what they show.
- [Set up quotes](https://docs.sparklayer.io/help/ordering/quoting.md): Let customers request quotes, then edit, negotiate and convert them into orders.

## Tax and shipping

- [How tax works at checkout](https://docs.sparklayer.io/help/ordering/tax-and-shipping.md): How SparkLayer shows net prices and adds tax at checkout, and how to set up tax on your platform.
- [Shipping rules](https://docs.sparklayer.io/help/ordering/shipping-rules.md): Use your store's shipping rates, or set up B2B shipping methods priced by order total or weight for each customer group.

## Reordering tools

- [Shopping lists](https://docs.sparklayer.io/help/ordering/shopping-lists.md): Let customers save named lists of products and quantities, and add a whole list to the cart.
- [Favourites](https://docs.sparklayer.io/help/ordering/favourites.md): Let customers save products with a heart icon and add them to the cart from My Account.
- [Intelligent Cart (AI)](https://docs.sparklayer.io/help/ordering/intelligent-cart.md): Fill the cart by uploading a PDF, spreadsheet or photo, forwarding an email or scanning barcodes.

## After the order

- [Complete draft orders automatically](https://docs.sparklayer.io/help/ordering/automation-and-workflows.md): On Shopify, complete draft orders automatically, and get email alerts for new draft orders.
- [Orders](https://docs.sparklayer.io/help/dashboard/orders.md): Track B2B orders in SparkLayer, with sales for a period compared with the period before, and your sales history.