Global Config options are used to set defaults for most users. Individual user settings may be overridden as per Business Partner Configuration
To access Global Config, open the B2B Configuration screen in SAP Business One: zedSuite Manager > Customer Portal B2B > Global Config.
|General Tab Options - Global Config|
|Store Front (1)||Set the default layout loaded by users who log into the site.|
|Shipping Group (2)||
Set the default shipping group for users. Individual users may be assigned to a specific shipping group to override this setting. See Business Partner Configuration for instructions.
|Search Results Layout (3)||
Set the default layout for search results. This setting can be overridden for each Store Front. See Store Front Management for instructions.
|Product Details Template (4)||
Set the default layout template for the product details page. This setting can be overridden for each Web Product. See the Administrator’s Guide to B2B Marketplace: Web Product Details Configuration for instructions.
Order Pad Config
Typically, Order Pad settings are configured at the beginning of an implementation, however they may be adjusted at any time. The first section sets Order Pad options, and is typically the most important section.
|Order Pad Config Options - Global Config|
|General Order Pad Settings|
|Order Type (1)||
When an order is placed on the web, that order is created in SAP Business One. This option sets whether the Order is a standard approved Sales Order, or an Unapproved order.
If this option is set to Unapproved, all web orders must be approved in that order’s Logistics tab in SAP Business One.
|Enable Custom Addresses (2)||Allows customers to enter their own one-time shipping address (commonly used in a "drop ship" situation). By default, custom addresses supplied by customers are given the tax code specified by the "Default tax code for custom addresses" setting (3).|
|Allow Creating Orders (4) / Allow Creating Quotes (6)||Permits users to access Orders and Quotes on B2B Marketplace.|
|Allow Editing Orders (5) / Allow Editing Quotes (7)||Permits users to edit existing|
|Enable Quick Add Query (This is the query named 'Quick Add' in the category 'B1WebAPI_CP')||Displays a "Quick Add" link on the Order Pad. The items displayed on the Quick Add screen are set using the SAP Business One query:
|Simple Checkout Mode||This option enables basic non-B2B checkout mode for the Order Pad. This allows for a B2B Marketplace to use simple B1 shipping methods rather than fully configured shipping rates and does not require payment at time of checkout.|
|Email Notification Settings|
|Notify user of new orders/quotes (10)||Sends an email to the customer email address when they place an order on the web.|
|Notify sales employee of new orders/quotes (11)||Sends an email to the customer's assigned sales person when the customer completes an order on the web.|
|Notify Inside sales of new orders/quotes (12)||Sends an email to the indicated Inside Sales email address (13) when the customer completes an order on the web.|
|Notify admin user of order pad failure (14)||Sends an email to the indicated Admin email address (15) when a customer can't complete an order on the web.|
|Order Pad 1.0 Settings (Unsupported)|
|Note that Order Pad 1.0 is not supported in B2B Marketplace. These settings enable backwards-compatibility for customizations to versions prior to 4.0.|
Order Pad UDFs - Implementation Customization
To access Order Pad UDF configuration, open the B2B Configuration screen in SAP Business One: zedSuite Manager > Customer Portal B2B > Global Config. Select the OP UDFs tab to proceed.
Order Pad UDFs may be used to customize the display of header-level or line-level User Defined Fields. This allows for customized user experience within the Order Pad for B2B Marketplace, but does not require code customization. To be available for configuration, fields must be configured as SAP Business One UDFs on the document header or document lines.
Document header UDFs will display in the top section and may be configured once per document, while line UDFs will display on each document line and may be configured separately per line.
Walkthrough: Configuring Order Pad UDFs
- Open zedSuite Manager > Customer Portal B2B > Global Config > OP UDFs.
- Press the + sign at the top (for header UDFs) or middle (for line UDFs) to open the additional fields screen.
Configure each of the options as described in the table below:
|Order Pad UDF options - Global Config|
|Field Name (1)||The UDF name, as set up in the SAP Business One core User Defined Fields configuration.|
|Label (2)||The web-friendly label for the selected field. This will be displayed to the customer.|
|Is Required? (3)||Forces this option to be populated on the web before an order can be submitted. A validation message will be displayed to the user to notify them that an action is required.|
|Active (4)||If disabled, this field is not displayed or validated on the web.|
|Use a query to provide Valid Values on web? (5)||If selected, enforces a list of valid values as defined in the specified query.|
|Valid Values Query Category (7) / Valid Values Query (8)||Sets the SAP Business One query category and query used to provide valid web options. Note that these fields must be configured if option (5) is enabled.|
|Cache Valid Values From Query (8)||
If enabled, this caches the valid values list permanently (or until this option is unchecked and used on the web).
This option is useful if the query provides values that do not change (such as states, seasons, or similar data).