The Holded Catalog B2B is a tool that allows companies to manage and offer their products or services efficiently. As a customer, this means that you can browse the catalog, view detailed product descriptions, and place orders directly from your Customer Portal. It's like an online store where you can explore everything the company has to offer.
How to Browse the Catalog?
To access and browse a company's catalog on Holded, you first need to be given permission. Here's what you need to do:
Receive the access link: the company you work with will send you a link to access the catalog. This link is usually sent to you by email.
Access the Customer Portal: use the link provided to access the Holded Customer Portal. If necessary, enter the password assigned to you to ensure secure access.
Browse the catalog: once inside, you will find the "Catalog" option on the left. From here, you can browse all available products or services.
Ordering from the customer portal
Placing an order through the Holded Catalog is a simple and straightforward process. Follow these steps to complete your purchase:
Access the Catalog B2B from your Customer Portal.
Search for the desired products and add them to the cart. You can do this easily by hovering over the product, indicating the quantity and clicking "Add".
☝🏼 You can also click on the product, select variants and adjust quantities conveniently from the product page.
Once you have added all the desired products, you can review the information, including the final price, and include a shipping address or a note to the delivery person, from the cart icon at the top right.
Click on Create order and confirm the action to finalize.
The order will be automatically created as a purchase order in the Customer Portal Orders list.
Once you have completed your order, your supplier company will automatically receive the request in their Holded system. This streamlines the order management process, allowing you to convert your order into an invoice, sales ticket, or other document as needed.
This ordering method is convenient and efficient, eliminating the need for telephone or e-mail processing.