Once you've signed up, it’s time to set up your B-Cart account to match your business needs. This article outlines the key steps to get started quickly and effectively.
Step 1: Add Your Catalogue
Start by setting up your product information:
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Categories – Organise your products into logical groups for easier browsing.
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Products – Add SKUs, images, pricing, and stock levels.
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Brands – Group products by brand to help customers find what they’re looking for.
Tip: A well-organised catalogue makes for a faster and smoother customer ordering experience.
Step 2: Add Staff Members
Invite your team to B-Cart so they can help manage orders and customers:
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Go to Organisation > Users
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Click Add User
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Assign each team member a role (Admin or User)
For more info, see: User Roles in B-Cart
Step 3: Connect Your Accounting Software
Save time and reduce errors by linking your accounting platform:
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Navigate to Settings > Integrations
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Choose Xero, MYOB, or QuickBooks
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Follow the prompts to securely connect your account
This will enable automatic syncing of orders and invoices.
Step 4: Enable and Configure Payments
To accept payments:
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Go to Organisation > Settings > Payments
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Enable your preferred payment provider under integrations (e.g., Stripe)
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Set up payment terms and instructions
Make sure your payment settings align with your business’s invoicing process.
Step 5: Optional but Recommended Features
Here are some powerful features to help optimise your setup:
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Delivery Profiles – Define delivery zones, lead times, and rules per customer group.
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Tiered Pricing – Offer different price levels based on customer groups or order volume.
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Invoice Terms – Set custom payment terms (e.g., 7days, 30days) for different customers.
Need Help?
If you have questions or need setup support, contact B-Cart support — we’re happy to help!