Sync

Sync B2B: Navigation & General 11

• Sign In and Out of Sync B2B (Access Sync B2B)
• Steps to Set up B2B when Implemented
• Set Wholesale and Retail Price Visibility in Sync B2B
• Navigate B2B Showroom
• Search for Products in B2B Showroom

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Sync B2B: Quotes & Orders 9

• Create A Quote in B2B
• Choose from Available Future Dates when Creating B2B Quote
• Edit a Quote in B2B
• Approve a Customers Buyers Quote in Sync B2B
• Search for and View Quotes in B2B

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Sync B2B: Admin for Customer Buyers 15

• Create New Customer Buyer in Sync B2B
• Customer Buyer create own account from Sync B2B landing page
• Bulk import customer buyer accounts
• View approved or pending Customer Buyers in Sync B2B
• Approve pending buyer requests in Sync B2B

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Sync B2B: Admin (Products, Division Templates, Presentations) 17

• Customize Login Screen in Sync B2B
• Create a New Division Template in B2B (with settings)
• Make Products Available for B2B (flag as mobile / published)
• About B2B Design Elements for Division Templates & Presentations (Toolbox)
• Add, Edit, Delete or Reorder B2B Design Elements on Templates & Presentations

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Sync B2B: Admin (Whiteboards) 3

• Create a New Whiteboard in B2B
• Adding Products to a Whiteboard in B2B
• Exporting a Whiteboard in B2B