Placing a B2B Order

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NOTE: Because B2B rules vary state-to-state, B2B is not set up by default on Spirits360 websites. Please contact customercare@spirits360sales.com to make sure your site is set up correctly before completing the steps below.

To place an order for a B2B store, use the steps below:

Getting Started – PreOrder Todos

  • Log in to EOS
  • Find the customer you want to place the order for by either
    • Using the top nav, hover over Admin and click Store Manager in the menu
      • Find the store you want in the list and click the customer number in the 4th column
      • You may need to add a new store, see Creating a B2B Store for how-to on that
    • You can also go hover over Customer and then click Search in the top nav and search by customer name, company name, or customer number
      • When the customer comes up in the search results list, click the customer ID in the first column to go to the customer summary
  • On the customer summary, MAKE SURE THE HOUSE ACCOUNT HAS BEEN SET UP, OR YOU HAVE CUSTOMER CREDIT CARD INFO BEFORE YOU TRY PLACING THE ORDER
    • Click the House Account tab, Status should be set to Open and a Credit Limit should be set

Placing the Order

  • When on the Customer Summary Page, click the New Order tab
  • Add the first SKU in the order
    • Easiest way is to click the magnifying glass icon above the SKU box, which will bring up a Product Lookup box where you will choose Alcohol in the Type Dropdown.
    • Click the SKU of the bottle or case you want to add to the order in the list that pops up
      • REMEMBER, the price shown is the retail price on that list but if the customer is a B2B/WHOLESALE customer, the WHOLESALE, price will appear on the order.
    • If you know the sku, you can just type it into the SKU box without using the magnifying glass list
    • When the SKU has been added after clicking, adjust the quantity you want on the order
    • Click the Add button to add that product to the order
    • REPEAT THE ABOVE TO ADD REMAINING PRODUCTS ON THE ORDER
  • Click Next in the upper right
  • Verify the Shipping and Billing address on the address screen, edit if necessary
  • Click Next in the upper right
  • Make sure the correct shipment type is set on Shipment screen
  • Click Next in the upper right
  • Verify info on the Payment screen
  • If you set the order type on store profile, it should be set correctly here, but if not, select the correct order type from the Order Type dropdown
  • Select the payment type in the Payment Method dropdown box, typically House Account or Credit Card, add CC info if the latter.
  • Click Place Order
  • Wait for up to 15 minutes and the order will appear on your picking tickets screen under Order and then Picking Tickets in the top nav