General settings are the first and arguably most important setting page inside B2B Edition. This is a great place to start configuring your store settings.
Company Management
For New Company Requests:
When a potential B2B customer fills out a Professional Trade Application form for requesting approval, you can...
Enable email notifications to let you know any time a new form is received and ready for review.
You can designate which email you want these notifications to go to.
Enable these applications to be approved automatically.
Buyer Portal Only:
If you do not want company accounts to be automatically approved, you now have the block pending company accounts from both purchasing and seeing products and pricing.
These features are not available on the legacy theme version of B2B Edition
Company Price Lists:
Customer/company data between B2B Edition and BIgCommerce automatically syncs. However, if you ever need to refresh the BC Price lists due to a very recent change or any errors. "Refresh BC Price List" Will force a sync and repair.
Set Default Price List:
Whichever price list is selected here will populate on every new company created unless manually changed during creation, or when editing. This feature pairs nicely with company trade application automatic approval. discussed above.
Set Default Payment Methods:
Whichever payment methods are set here will populate on every new company created inside B2B Edition. These payment methods are what will be available for the company users to pay with inside the BigCommerce Checkout.
We highly recommend utilizing this feature. By default, no payment methods are set up when creating a new company account until you configure this feature. If you forget to configure these payment methods manually for a new company, the company will have no payment methods when attempting to purchase an order, quote or invoice.
Address Book Management
You can either allow or block both company users or super admins from editing or adding new addresses on the front-end of the website within the company details, or when placing orders, quotes, or paying invoices.
Store Logo
Add your store logo here! This will show on a variety of email notifications, quotes, invoices, etc!
Feature Management
You can toggle off and on a variety of B2B Edition features from this feature management section. This will remove the functionality from the front end of the website, it will still be viewable within the B2B Edition application.
Account Login / Registration
This setting are only visible if the Buyer Portal is enabled.
You can configure allowing B2B and B2C registrations, Only B2B, or Only B2C registrations in the account portal.
Once this is set, head over to customize and configure the account registration form fields and the login/registration page!