Business-to-Business (B2B) System

First Time Setup

Go into B2B Flags and enter your Login, Password, and URL. You can get this information from Computer Insights.

To navigate to B2B Flags

Main Menu 
  9. Utilities 
    10. System Administrator System 
      5. System Setup 
        2. Set Up Miscellaneous 
          4. Entity & System Flags 
            0. B2B Flags
	

Security Settings

To edit B2B user security go to the Enter & Edit User Permissions menu.

Main Menu 
  9. Utilities 
    10. System Administrator System 
      6. Security System 
	

B2B Customer Options

The Enter & Edit Users screen is where you want to begin when setting customer options.
From here you can:
Enter & Edit Users
Enter & Edit Shippers
Enter & Edit Products
View and upload order history

To get to this screen:

Main Menu 
  3. Accounts Receivable System 
    3. Accounts Receivable File Maintenance 
      1. Enter & Edit Customers 
	

Select your customer and select F5=More, F7=More, F7=B2B

You must add at least one user before attempting any of the Fkey functions on this screen. Once a user is added it will make this customer a B2B customer at that point. When adding the first user you will also be required to select a shipper. Adding subsequent users will not require the shipper step.

Exporting a List of B2B Products

Go into Export Customer Products

Main Menu 
  3. Accounts Receivable System 
    3. Accounts Receivable File Maintenance 
      9. B2b System 
        2. B2b Products 
          1. Export Customer Products 
	

or

Go into Enter & Edit Customers, choose a customer and select F5=More, F7=More, and F7=B2B.

This will get you to the B2B Users screen. Select F3=B2B Products and F3=Export Products on that screen.

Export the scroll box to Excel where you can further edit the data.

When you have completed editing the data save it as a tab delimited text file in the Import directory.

You are now ready to use Import B2B Customer Products

Importing a List of B2B Products

Go into Import B2B Customer Products

Main Menu 
  3. Accounts Receivable System 
    3. Accounts Receivable File Maintenance 
      9. B2b System 
        2. B2b Products 
          2. Import B2B Customer Products 

Select the import file and customer and choose “Yes” to Import Now?

The next screen will give a report on if there were and problems and how many records have been read.

You can also select to upload to the web at this point.

This step can also be done in the B2B Products Fkey found on the B2b users screen.