Holded's Catalog B2B is a solution that allows your customers to order online quickly and easily, without the need to send you emails or make phone calls.
Through its portal, your customers can access your catalog, see the products available along with their prices, and place orders in just a few clicks.
All orders placed will automatically appear in your Holded account as “Sales Orders”, ready to be converted into invoices or sales tickets as needed.
☝🏼 There is no limitation on the number of products you can add to your online catalog.
1. Activate the B2B Catalog Gem
To activate the B2B Catalog gem, simply:
Click on your account, top left, and go to Holded Store.
Go to the “Gems” section, and click on Catalog B2B.
Click on “Start 14-day trial” or “Activate full version”.
☝🏼 Remember that you must have the Inventory gem activated to access the orders created from the B2B Catalog.
2. Create a catalog
☝🏼 Before starting, activate the Catalog B2B gem to create additional catalogs.
Go to Inventory > Catalog B2B in the sidebar.
Click on “New catalog” in the upper right corner.
Select an option to add products:
All products.
Specific products (if you choose this option, manually select products using the magnifying glass button or “Search products”. Press “Select”).
☝🏼 Use category filters or select several products at once by checking the box next to “Product” for easy selection.
Give your catalog a name.
Click Catalog Setup to customize sales, products and stock, or leave this step for later. See how to set up your catalog here.
Review the organization of the products in rows, where you will see their order, name, SKU, barcode, price and categories. You can rearrange or delete products using the trash can icon next to each row.
Finally, click on “Create” in the bottom right corner. The catalog will be added to the listing under Inventory > B2B Catalog.
☝🏼 Be sure to adjust the general settings according to your business needs if you haven't already done so. Learn more here.
3. Adding products to a catalog
Activating or deactivating a product in a catalog
Go to Inventory > Products.
Click on a product.
In the product sheet, go to the “Catalog B2B” section and activate or deactivate the switch to choose in which catalogs you want the product to appear (this option is only available if you have previously activated the Catalog B2B gem).
☝🏼 Edit this configuration at any time from the same section, using the switches, or using the “View all” button (if you have more than two catalogs).
Activate products in bulk to appear in catalogs
Go to Inventory > Products.
In the list, check the box to the left of the name of the products you wish to include in the catalog.
In the lower pop-up panel click on the Catalog B2B icon.
In the pop-up panel, check the box of those catalogs where you want the product to be activated, and click “Apply”.
Select “Enable” or “Disable” from the drop-down, and click “Apply” again.
After adding your products to the catalog, you can preview them by clicking on “View Catalog” from Catalog > B2B Catalog.
4. Assign a catalog to your contacts
Activate a catalog for a specific contact
To allow your customers to access the Catalog and place orders from their Customer Portal, follow these steps:
Go to Contacts and choose the contact you want to send the Catalog link to.
In the pop-up side panel, click “More”.
Locate the “Portal” section on the left side and select the catalog you wish to share with that customer from the drop-down menu.
☝🏼 A product can be active in several catalogs, but a contact can only access one catalog at a time.
Click on “Send link to contact”.
Complete the email, subject and message fields.
Click “Send” to confirm the action.
Your customer will receive an email containing a “View catalog” button. If you have set up a password in the contact's file, the customer will be prompted to enter it when logging in.
Learn how to set up passwords and more about the Customer Portal here.
Activate a catalog in bulk for multiple contacts
To activate the catalog for multiple contacts at the same time:
Go to Contacts.
Select the contacts you want to share a catalog with by checking the box to the left of them.
In the lower pop-up panel, click on “Catalog B2B”.
Select the catalog you want to assign in the drop-down menu and confirm the action.
☝🏼 You can also click on the outgoing link icon in the contact column within the B2B Catalog to access the Contacts section and share it.
Once you have activated the catalog in bulk, you can send the link to the portal to all contacts:
Go back to Contacts, and select the same contacts by checking the box next to them.
In the bottom panel, click on “Send portal link”.
Compose or adjust your message, and click “Send”.
5. Share your public portal website and catalog
In addition to sending the catalog link by email, you can also share the link publicly via social media or other means. To get the link:
Go to Inventory > Catalog B2B.
Click the “Public Portal” button at the top right.
This will open a link that you can send to your customers to access the catalog and place orders. They will be able to access using their email and password.
☝🏼 Once you have created your catalog, be sure to adjust the general settings according to your business needs. Learn how to do it here.