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Managing Seasons/Collections and Product Banners on Your B2B Platform
Managing Seasons/Collections and Product Banners on Your B2B Platform

Learn how to add seasons and products for your buyers

Brenda Beckham avatar
Written by Brenda Beckham
Updated over 2 months ago

When you set up your B2B platform on Uphance, all the products you push to the platform will be grouped into collections. Collections are simply the seasons you create in your account.

For example, if you have a season called Summer1, you can make it appear on your platform as a collection called Summer1, too. But you can give it a different name if you want.

In this document, we will show you how to manage these collections, as well as product banners, effortlessly.

How to Add Collections (Seasons) To Your B2B Platform

To add a season as a collection, simply navigate to Settings >> Seasons. Locate the season and click the edit icon. Then click the Show in B2B Platform checkbox to make it visible.

Finally, give the collection a name. It can be anything. If you don't give it a name, Uphance will use the same name for the season.

Once you are done, click the Update Season name. Upon clicking, the season will appear on your platform as a collection:

And like that, you've successfully added a collection to your B2B Platform.

How to Manually Select/Deselect Products to Add to Your B2B Platform

When you add a season to your B2B platform, all the products in that season (collection) will be displayed.

But what if you wish to hide certain products in that season while showing some others? Or, perhaps, you just want to display only a few variations of a product in a season, how would you go about it?

The easiest way to achieve this is to make the product or variation unavailable via the B2B channel.

To do so, your products, filter for the season, locate the product you wish to hide, and then hide it on the B2B (which in the example below is Wholesale USD). If you wish to hide the product completely, uncheck all the variations. Alternatively, leave the variations you still wish to show. Be sure to save when you are done.

How to Set Minimum Order Quantity for a Season

Would you like to set a minimum order quantity on your B2B platform? For example, you may want to set the minimum order quantity for a season to 20. This means customers can only purchase at least 20 units of products from that season.

To do so, open the Seasons setting, locate the specific season you have in mind and then set the minimum order quantity for each channel like so:

How to Give Collection Access to Buyers

Uphance allows you to regulate how buyers access collections on your platform. This means you can decide which buyer has access to a specific collection and which doesn't.

To grant all buyers access to your collection, simply click the Grant Access to All Buyers button as illustrated below:

What if you only want to give access to only a select set of buyers instead of all of them? You can do that too.

To do so, navigate to Customer Relationships >> Contacts. Locate the contact you would like to give/deny Collection access to then click the edit icon.

Finally, check the seasons you would like to give them access to.

Don't forget to update the contact when you are done.

How to Display Stock/Inventory Levels On Your B2B Platform

You can display the stock level available in each season on your B2B platform. To do so, simply open the season and ensure the Limit Sales Quantity isn't set to None, otherwise this wouldn't work. Finally, click the Display inventory in B2B platform checkbox and update the season.

How to Display Out-of-Stock Products On Your B2B Platform

If you would like to display out-of-stock products on your B2B platform and allow customers to order them, open the season the product belongs to. Then enable the Display products with zero quantities checkbox. Also, ensure that Limit Sale Quantities is set to None.

Important: Don't forget to update the season when you are done.

How to Create Banners and Assign Them to Products

Also known as tags, creating product banners enables you to merchandize your products to attract sales on your platform.

For example, you can create a product banner tagged "New arrivals" to capture sales from impulsive buyers. You can also use these banners to entice customers with discounts by creating a banner tagged, say, "50% off clearance sale".

To create a product banner, log in to your dashboard and navigate to Settings >> Tags & Custom Fields. Then add a new banner as shown below:

After creating a banner, the next step is to assign them to your existing products. To do so, navigate to Product Information >> Products. Locate the product you are after, click the Variations tab and assign a banner to it as shown below:

When you open your platform, you will notice that the banner has been added to the product.

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