Configure the B2B direct store

Configure the B2B direct store

When you publish the B2B direct starter store, many optional features are enabled. For example, there is a field on the store's Registration page that asks customers to specify their gender. If you do not want this field to be displayed in your store, you can remove it through the Change Flow notebook. In general, you can change the following aspects of the store flow:

Registration
Catalog
Orders
Checkout
Payments
Order status
To configure the B2B direct store:

Review the shopping flow diagram in the Shopping flow in the B2B direct store topic.
Review the available configuration options in this topic.
Configure the options for your store by following the directions in the Change store flows topic.

Registration

Option Description When to use Implications Enabled by default

Preferred language Allows customers to select the language in which the store displays. The store is available in more than one language. Ensure that product descriptions and names are entered for every language that the store supports. Yes
Preferred currency Allows customers to select the currency in which product and item prices display. Customers can purchase merchandise in more than one currency. Ensure that currency exchange rates are set for all supported currencies. To set exchange rate, add entries in the
CURCONVERT table. Alternatively, enter the product prices in all supported currencies. Yes
Collect age information Adds a question on age to the registration and change personal information pages. The store uses marketing campaigns that target customers based on age. The store creates campaigns. Yes
Collect gender information Adds a question on gender to the registration and change personal information pages. The store uses marketing campaigns that target customers based on gender. The store creates campaigns. Yes
Enable customer e-mail Offer the shopper a choice of whether to receive promotional e-mail. The store will use promotional e-mail campaigns. To send e-mail to customers, configure your e-mail accounts and activities. Yes

Catalog

Option Description When to use Implications Enabled by default

Include search in the store Provides customers with the option to search the store catalog. The store catalog is large enough that searching the catalog based on keywords would be helpful. None. Yes
Include quantity selection Adds a quantity selection box to the product, prebuilt kit, or bundle page. To enable customers to select the quantity when adding these items to the shopping cart. If this field is disabled, customers can change the quantity on the Checkout page. Yes
Include category selection list Adds a list to the header that displays all categories and subcategories in the store. Enables customers to quickly go to any section of the store's catalog. None. No
Display product only Select this to display the product; otherwise all items under the product are also displayed. Not applicable. None. Yes

Orders

Option Description When to use Enabled by default

Shopping total Allows customers to see the current value of their order, and the number of items in the shopping cart, without going to the Shopping Cart page. The shopping total is displayed in the sidebar and can be seen on all store pages. Not applicable. Yes
Quick order Allow customers to enter a SKU to order an item quickly. The item is added to the shopping cart. Use quick order when customers are likely to know the SKU numbers. For example, if the store sends out paper catalogs the customer could simply enter the SKU number, as printed in the catalog, on the Quick Order form. No
Include requisition list Allows registered customers to create a reusable list of items to create orders at a later date. Customers can create requisition lists of items that they reorder frequently and use the requisition list to periodically re-order the items. Not applicable. Yes

Checkout

Option Description Implications Enabled by default

Enable future orders Provide customers with the option of specifying a future ship date for items in their orders. None Yes
Enable shipping instructions Let customers provide specific shipping instructions for items in their orders. None Yes
Quick checkout Allows registered customers to complete an order by using shipping and billing information that has already been defined in the quick checkout profile. In order to use a quick orders, customers must first create a quick checkout profile, which includes entering billing and shipping addresses, shipping method, and payment information. Yes
Single or multiple shipping addresses per order Allows customers to ship all items in an order to a single address, or to ship items within an order to multiple shipping addresses. If this option is disabled, customers can only ship an order to a single address. Yes
Single or multiple shipping methods per order Allows customers to ship all items in an order using a single shipping method, or to ship items within an order using multiple shipping methods. For example, a customer could ship one item using Express mail and all other items using Regular mail. If this option is disabled, customers can only ship an order using a single shipping method. Yes
Enable promotion code entry Allows customers to redeem promotions by entering promotion codes on the Order Summary page and Quick Checkout Order Summary page.
The order summary page in the B2B store only displays addresses of type SB or B. The earlier versions of WebSphere Commerce supported other types of addresses, and the present version does not support proper migration of user addresses.
None. Yes

Payments

Option Description Implications Enabled by default

Enable purchase order entry Allows customers to enter a purchase order number to be processed by a Customer Service Representative. You may select to display the purchase order entry field either along with or in place of the configured payment methods. If you select to display the purchase order entry field only, the Bill me payment method will be used and therefore must be configured. Yes (display purchase order entry field only)

Order status

Option Description When to use Implications Enabled by default

Track Order Status Allows customers to track the status of their order. For example, customers can see if an order is still waiting approval, is already processed, or is scheduled to be processed. If the store will update the order status during payment authorization, capture and fulfillment. If you use WebSphere Commerce Payments this field will show the current status. If the store does not update the order status, this field should be disabled since the value that it displays may be misleading to customers. No
Show shipment tracking URL A shipment tracking URL allows customers to track the shipment status of their order by linking to the appropriate shipping provider's Web site. If the store enters tracking URLs for orders shipped to customers. Enter tracking URLs when shipping providers and methods are set up. WebSphere Commerce is customized so that shipping information is added to every order item; for more information, see Shipment tracking URL. Yes

Related concepts

B2B direct starter store

Option	Description	When to use	Implications	Enabled by default
Preferred language	Allows customers to select the language in which the store displays.	The store is available in more than one language.	Ensure that product descriptions and names are entered for every language that the store supports.	Yes
Preferred currency	Allows customers to select the currency in which product and item prices display.	Customers can purchase merchandise in more than one currency.	Ensure that currency exchange rates are set for all supported currencies. To set exchange rate, add entries in the CURCONVERT table. Alternatively, enter the product prices in all supported currencies.	Yes
Collect age information	Adds a question on age to the registration and change personal information pages.	The store uses marketing campaigns that target customers based on age.	The store creates campaigns.	Yes
Collect gender information	Adds a question on gender to the registration and change personal information pages.	The store uses marketing campaigns that target customers based on gender.	The store creates campaigns.	Yes
Enable customer e-mail	Offer the shopper a choice of whether to receive promotional e-mail.	The store will use promotional e-mail campaigns.	To send e-mail to customers, configure your e-mail accounts and activities.	Yes

Option	Description	When to use	Implications	Enabled by default
Include search in the store	Provides customers with the option to search the store catalog.	The store catalog is large enough that searching the catalog based on keywords would be helpful.	None.	Yes
Include quantity selection	Adds a quantity selection box to the product, prebuilt kit, or bundle page.	To enable customers to select the quantity when adding these items to the shopping cart.	If this field is disabled, customers can change the quantity on the Checkout page.	Yes
Include category selection list	Adds a list to the header that displays all categories and subcategories in the store.	Enables customers to quickly go to any section of the store's catalog.	None.	No
Display product only	Select this to display the product; otherwise all items under the product are also displayed.	Not applicable.	None.	Yes

Option	Description	When to use	Enabled by default
Shopping total	Allows customers to see the current value of their order, and the number of items in the shopping cart, without going to the Shopping Cart page. The shopping total is displayed in the sidebar and can be seen on all store pages.	Not applicable.	Yes
Quick order	Allow customers to enter a SKU to order an item quickly. The item is added to the shopping cart.	Use quick order when customers are likely to know the SKU numbers. For example, if the store sends out paper catalogs the customer could simply enter the SKU number, as printed in the catalog, on the Quick Order form.	No
Include requisition list	Allows registered customers to create a reusable list of items to create orders at a later date. Customers can create requisition lists of items that they reorder frequently and use the requisition list to periodically re-order the items.	Not applicable.	Yes

Option	Description	Implications	Enabled by default
Enable future orders	Provide customers with the option of specifying a future ship date for items in their orders.	None	Yes
Enable shipping instructions	Let customers provide specific shipping instructions for items in their orders.	None	Yes
Quick checkout	Allows registered customers to complete an order by using shipping and billing information that has already been defined in the quick checkout profile.	In order to use a quick orders, customers must first create a quick checkout profile, which includes entering billing and shipping addresses, shipping method, and payment information.	Yes
Single or multiple shipping addresses per order	Allows customers to ship all items in an order to a single address, or to ship items within an order to multiple shipping addresses.	If this option is disabled, customers can only ship an order to a single address.	Yes
Single or multiple shipping methods per order	Allows customers to ship all items in an order using a single shipping method, or to ship items within an order using multiple shipping methods. For example, a customer could ship one item using Express mail and all other items using Regular mail.	If this option is disabled, customers can only ship an order using a single shipping method.	Yes
Enable promotion code entry	Allows customers to redeem promotions by entering promotion codes on the Order Summary page and Quick Checkout Order Summary page. The order summary page in the B2B store only displays addresses of type SB or B. The earlier versions of WebSphere Commerce supported other types of addresses, and the present version does not support proper migration of user addresses.	None.	Yes

Option	Description	When to use	Implications	Enabled by default
Track Order Status	Allows customers to track the status of their order. For example, customers can see if an order is still waiting approval, is already processed, or is scheduled to be processed.	If the store will update the order status during payment authorization, capture and fulfillment. If you use WebSphere Commerce Payments this field will show the current status.	If the store does not update the order status, this field should be disabled since the value that it displays may be misleading to customers.	No
Show shipment tracking URL	A shipment tracking URL allows customers to track the shipment status of their order by linking to the appropriate shipping provider's Web site.	If the store enters tracking URLs for orders shipped to customers.	Enter tracking URLs when shipping providers and methods are set up. WebSphere Commerce is customized so that shipping information is added to every order item; for more information, see Shipment tracking URL.	Yes