Browse all articles

Using the B2B Portal

Last updated

The B2B Portal lets your business customers sign in, browse your product catalog, and place wholesale orders themselves — without you having to create each order manually. Orders placed through the portal arrive in ChannelDock as B2B orders, ready for the bulk pick & pack workflow.

Enabling the B2B Portal

  1. Go to B2B Portal settings in ChannelDock.

  2. Toggle Enable B2B Portal. Once enabled, a portal URL is generated at https://channeldock.com/b2bportal/your-store.

B2B Portal settings page

  1. Configure the portal:

    • Portal name — shown to customers at sign-in.
    • Whitelisted email domains — optional. Restrict sign-in to specific business email domains (e.g. @yourcompany.com).
    • Default payment terms — applied to all portal orders unless overridden.
    • Product visibility — choose which products or collections are visible to B2B portal customers.
    • Pricing — set B2B-specific pricing tiers if needed.

  2. Save. The portal is now live at the generated URL.

How customers place orders

  1. Your customer visits the portal URL and signs in (or creates an account if you’ve allowed it).
  2. They browse products, add quantities (in carton multiples if you’ve set units per box), and submit the order.
  3. The order appears in ChannelDock’s Open orders list with a B2B badge and the customer’s PO number.
  4. You pick and ship it using the normal B2B pick & pack flow.

Tip: Customers can only see products you’ve made visible to the portal. If a product is missing, check the product’s visibility settings and the B2B Portal product scope.

Portal vs manual B2B orders

Aspect Manual B2B order Portal order
Who creates it You (the seller) The business customer
PO number You enter it Customer enters it
Product selection You select Customer browses catalog
Payment terms You set per order Default from portal settings
Fulfillment Same B2B workflow Same B2B workflow

Orders created through the portal follow the same B2B pick & pack and shipment type rules as manually created B2B orders.

Related articles

Was this helpful?

Related articles