B2B: Getting Started

B2B Module - Getting Started Guide

Overview

The B2B Module streamlines business-to-business transactions, enabling efficient purchase order management, supplier delivery matching, and payment reconciliation. This guide provides the essential steps for setting up and using the module effectively.

System Requirements

Before using the B2B Module, ensure that your system meets the following requirements:

• Web Browser: Latest versions of Chrome, Firefox, or Edge.

• Access Permissions: Proper user roles assigned within the system.

• Data Access: Active supplier and product databases.

Initial Setup Steps

1. Log In to the System

   • Open your preferred web browser.

   • Enter the system URL and log in with your credentials.

2. Configure Supplier Database

   • Navigate to Settings > Suppliers.

   • Add new suppliers manually or import supplier details using a CSV or text file.

3. Set Up Product Catalog

   • Go to Products > Manage Products.

   • Add items individually or import product lists via file upload.

4. Define User Roles and Permissions

   • Access Settings > User Management.

   • Assign roles such as Admin, Procurement Officer, or Finance Manager.

5. Configure Integration Settings (if applicable)

   • Set up external integrations such as accounting or ERP modules.

Navigating the Module

• Dashboard: Displays key metrics and recent activity.

• Orders: Create, view, and manage purchase orders.

• Delivery Orders: Record and match supplier deliveries.

• Payments: Reconcile invoices and payments.

• Reports: Generate reports on supplier performance and financial summaries.

Next Steps

After completing the initial setup, refer to the relevant sections of the documentation for more detailed instructions on creating purchase orders, managing deliveries, and processing payments.

By following these steps, your business can quickly get started with the B2B Module and streamline supplier transactions efficiently.