Overview
Made for wholesale distributors, brands, and manufacturers, B2B Wave makes B2B order taking a breeze. Add your products and invite your customers to start placing orders.
Comes with features exclusively for B2B like:
- Multiple price lists that can be assigned to customers
- Private products and privacy groups for selective access to products
- Private pages for providing content to select customers
- Easy reordering
- Enforcing minimum quantities and minimum order value rules
Additionally, with our sales reps module, you can assign sales reps to customers and let them manage their orders or place orders on their behalf through our Android/iOS B2B Wave Sales Rep app
B2B Wave + Xero
Here's how the B2B Wave and Xero integration works:
B2B ecommerce orders to invoices: B2B Wave has made it easier than ever to stay in sync with your customer. When a new order is placed, B2B Wave will send the order details to Xero to create an invoice. This process can happen automatically when every order is submitted or selectively on specific orders with the click of a button.
Customers: When an invoice is created, if the contact does not already exist in Xero, it will be automatically created. B2B Wave will also try to match existing contacts based on their company name and email.
Products: When an invoice is generated in Xero (from B2B Wave), if the product is not available, it will automatically be created. B2B Wave will also try to match existing Xero products based on their SKU/code or product name
Payments: When an order has been paid through a credit card payment in B2B Wave, B2B Wave will automatically create and associate the payment to the invoice for the matching order. If an invoice is marked as paid from Xero (for example, if paid through a bank), the 'paid' status can be fetched back.
Imports: B2B Wave can import products and customers from Xero. This process can be repeated as many times as required. Existing products and customers will not be re-imported.
B2B Wave also integrates with more than just Xero. Practice your automation creativity by using our workflow automation integrations directly connecting to B2B Wave's API.
Getting started
If you sign up directly from the Xero App Store, your B2B Wave account will be automatically created and Xero will be connected.
If you already have a B2B Wave account, log in to your B2B Wave admin dashboard. Click “Settings” -> “Profile” -> and then the “Integrations” tab. Once you’re in “Integrations”, click “Configure Xero”. Next, click “Connect to Xero”. Then, select the organization you want to connect to B2B Wave and click “Accept”.
Check out our detailed documentation on how to easily set up default values, tax rates, and how to import product and customer information.
