This is the user manual for OfficeCentral B2B Module. OfficeCentral B2B Portal allows your customer to directly order from you and pay online. You can also process your orders easily. For more information on OfficeCentral please go to https://www.OfficeCentralCloud.com.

1. OFFICECENTRAL B2B PORTAL – USER MANUAL
RELEASE DATE: 14 NOVEMBER 2022

2. WHAT IS B2B PORTAL?
 B2B Portal is the module where you can allow your customers to order
directly from you via OfficeCentral Customer Portal.
 It is an internal eCommerce system where they can place order, and the
system will automatically generate Order Acceptance in your account,
and also automatically generate Receipt for paid orders.
 You can login to your B2B Portal module to process the orders.
 Increase your revenue with OfficeCentral B2B Portal by making it easier
for your customers to order from you!

3. ACCESS TO B2B PORTAL
Click on B2B Portal in the
ModernView Menu to access
B2B Portal

4. HOME
 You will arrive to
OfficeCentral B2B
Portal (Home) once
you have clicked on
B2B Portal Module.
 Here you can view
the information on
B2B Portal.

5. WHAT ARE THE MODULES AVAILABLE UNDER B2B PORTAL?
eStores
Orders
Management
Shipping
Methods

6. MODULE: ESTORES

7. ESTORES
 eStores is the eCommerce
shops that you can setup
in your account.
Click here to view list of eStores
Click here to add new eStore

8. ADD NEW ESTORE
 You can create a
new eStore by
clicking on the
Add New in the
menu.
 Here you can
set the eStore’s
information

9. ESTORE INFORMATION
Field Description
eStore Name Name of your eStore, this will be shown to your customer.
Description Description of your eStore
Currency This is the currency of your eStore.The items sold in this eStore will use this
currency
eStore is Network Operated? This is only applicable if you purchase Network Agents Management Module.
Please tick this option if the order processing will be done by your agents instead
of you.
isActive Status If you are ready to show this eStore to your customers, tick the checkbox as
active. Otherwise, if you are still working on it, set as inactive.
Private Status Currently only private status is available.This means that this eStore will only be
shown to logged in customers via Customer Portal.
Allow customers to select
required date?
Do you want to allow customers to select the required date when they should
receive the delivery of the items they order? If yes, tick the checkbox.

10. ESTORE INFORMATION
Field Description
Select Account to Record
Receive Payment (Accounting)
If you use Automated Accounting, you can select the account (from Chart of
Account) so that the system can automatically record the Received Payment
transaction for you.
AccountTypes Please select the AccountTypes of which you would like to allow access to this
eStore.
eStore Pricebooks Please select the products / services (your pricebooks) that you would like to sell
in this eStore.
eStore Locations If you have more than 1 location where you keep your products / services (your
pricebooks) and would like to allow the customers to order from them, please
select the locations here.The system will automatically book inventory and create
receipts based on the location selected by the customer.This is only applicable for
Direct Order.
eStore Shipping Methods Here you can select the Shipping Method(s) that you would like to offer for this
eStore.You will need to create the Shipping Method first.

11. ESTORE INFORMATION
Field Description
Settings Image forThankYou
page
After your customer has paid for their order, they will be redirected toThankYou
page. Here you can upload your image that you would like to show on the Thank
You page.

12. VIEW DETAILS, EDIT AND DELETE ESTORE
When you click on the Gear icon, you will be able to see:
Details – to view information of the selected eStore
Edit – to modify information of the selected eStore
Delete – to delete the eStore
Note:You can only delete an eStore if you do not have any orders yet.
If you already have an order, you can only set the eStore as inactive if you
don’t want your customers to access it.

13. MODULE: SHIPPING METHODS

14. SHIPPING METHODS
 In eStore, you can
create Shipping
Methods so that your
customer can choose
which Shipping Method
they would like to use
when they order via
the B2B Portal.
Click here to view list of Shipping Methods
Click here to add new Shipping Method

15. CREATE NEW SHIPPING METHOD
 When you create a
new Shipping
Method, you will
need to put in the
Shipping Method
information.

16. SHIPPING METHOD INFORMATION
Field Description
Name Name of your Shipping Method, this will be shown to your customer.
Description Description of your Shipping Method
Is Internal Shipping? If this is an internal shipping which is provided by your company (not by a third-
party provider), tick this checkbox.
isActive Status? If you would like to allow your staff to select this Shipping Method when creating
an eStore, please tick this checkbox.
Price Please enter the price of this Shipping Method.
Pricing Calculation Method Currently only Fixed calculation method is available.
Fixed means the amount charged is as per what you have written in the Price field,
and does not matter how small or how big is the order.
Select Pricebook Category This is the Pricebook Category for this Shipping Method.The system will
automatically create a new pricebook for this Shipping Category and track
customer’s purchases that use this Shipping Method.

17. VIEW DETAILS, EDIT AND DELETE SHIPPING METHOD
When you click on the Gear icon, you will be able to see:
Details – to view information of the selected Shipping Method
Edit – to modify information of the selected Shipping Method
Delete – to delete the Shipping Method
Note:You can only delete a Shipping Method if have not used it.
If you already use it, you can only set the Shipping Method as inactive if you
don’t want your staffs/customers to access it.

18. ORDERS MANAGEMENT

19. ORDERS MANAGEMENT ACCESS
 In B2B Portal
module, you can
process the orders
that you received
via B2B Portal.
 You can either view
all orders, or view
the orders based
on their status.
Click here to view list of all orders received.
On the listing page, you can process the orders
received.
Click here to view orders received based on status.
You can also process the orders based on its status.

20. ORDERS PROCESSING DASHBOARD
 On the Orders Processing page, you will be able to view the Orders Processing dashboard.
 The dashboard lists the number of orders based on each order status so that it is easier for you to view your
orders at each stage.

21. ORDERS LISTING
Click on the Ref Number
to view the Order information.
Click here to view details
Click here to update the order to the
next stage.When you update the order’s
status, there will be additional
information that you need to enter based
on its stages.

22. ORDER STATUS & STAGES
NEW
ORDERS
CURRENTLY
PROCESSING
ORDERS
READY TO
SHIP
ORDERS
SHIPPED
ORDERS
DELIVERED
ORDERS
COMPLETED
ORDERS
This is the list of
new orders received
These are the orders
that you are currently
processing
These are the orders
that you have packed
and ready for shipping
These are the orders
that have been shipped
out or have been picked up
by couriers.
These are the orders
that have been delivered
to the customer.
These are the orders that are
already completed.You can
update the status to completed
or your customers can update too.

23. Visit our website at:
www.OfficeCentralCloud.com