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B2B Customers

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Introduction

Very Important:
  • In Unleashed, ensure that you set up your customer contacts with a valid email address so you can invite them to access the B2B store. NOTE: Each contact should have a unique email address, you are not allowed to invite multiple contacts using the same email address although Unleashed do allow you to create them in this way. For more information, see Adding Customer Contacts.

Please keep in mind when Obsoleting Customers in Unleashed, they will also be removed from your B2B Store along with their B2B Order History.

  • The default contact is synced automatically and will be visible in the B2B store.
  • If you want to invite multiple customer contacts, you must select the Ordering checkbox for those contacts.
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The customers' contacts will then sync with your B2B Portal. (every 15 minutes)

Here you can send invitations and manage subscriptions to your store. 

 

As a store admin go to your B2B store and select Setting at the top right of the page.

From the side menu select Customers.

On this Customers page, you will be able to search for your specific customers to invite or use the filters to select a specific Customer type or status. 

 

When you are ready to invite your customers to your store you can invite them one by one (using the right action button) or the bulk action (left action cog), select the customers you want to invite and click on the action cog and select "Send Invitation to Primary Contact".

At the top of the page, there is an "Edit Customer Invitation Email" button which allows you to customise the content of the invite email.

 

Sending an invitation to a customer

When you send an invitation to your Unleashed existing customers to join your B2B store, they'll receive an email welcoming them to accept the invite. The invitation will be sent from a noreply@unleashedsoftware.com email address (this address is default and cannot currently be changed).

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IMPORTANT: A customer invite will expire within 7 days, if a customer attempts to accept the invite after the 7 days since the invite was sent out and the link has expired then they will see a message similar to this.

 The store admin will receive a notification that the customer did attempt to accept the invite and login. The status of the invite will be Expired when you view the Customer in the B2B settings page.

 

If the link is still valid/active the customers will be prompted to create their logins; once clicked on submit they'll be able to access your store and browse for products!

 


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Multiple customer contacts

Admins can send invites to multiple customer contacts.

When a customer does not have any contacts added in Unleashed, B2B 'Customers' page will display 'No contacts added' before the customer.

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On adding contacts to a customer in Unleashed, all contacts will be shown under the 'Inactive' pill in B2B (This is assuming there are no active contacts for the customer).Screen_Shot_2020-09-21_at_11_40_34_AM.png

Admin can either click on the 'Inactive' pill to access the list of Inactive contacts or click on 'Manage Contacts' on Actions drop-down and filter 'Inactive contacts' on the slideout as shown below.

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Use the filters at the top right.

 

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Use the action cog to select all and then Send Invitation.

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Once the contacts have accepted the invite, and created a login, they will be shown under the 'Active' pill whereas contacts who have not accepted the invite will be shown under the 'Pending' pill and those who have declined the invite will be shown under 'Inactive' pill.

 

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The admin can then take the below actions to change the Status of contacts by clicking on the pill or by selecting 'Manage Contacts' under the Actions button and filtering the status on the slideout.

Deactivate contacts:

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Reactivate deactivated contacts:
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Resend or cancel the invitation for pending contacts:

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Admin acting as a customer

The B2B Portal Admin can log in as a customer to assist customers in placing orders or troubleshoot any issues they might be facing while using your B2B store.

  • You can view products based on customer catalogs;
  • Customer Pricing if set in Unleashed;
  • You can help your customers to complete orders.
  1. Go to Settings | Customers.
  2. From the customer options drop-down list, select Act As Customer.



  3. The Acting as a Customer badge will be displayed on the top so you can easily identify and retrieve the customer details by clicking on it.act_as_customer3.png

  4. If you click on Acting as a Customer, the following pop-up window will be displayed.

  5. You can click Stop Acting as Customer or Keep Acting based on how you want to proceed.
  6. Placing orders on behalf of customers:

    In situations where the admin is acting as a customer and placing an order on behalf of them, it would require the admin to select the email address of the contact on behalf of whom they are placing the order. Note: The contact list will not display any deactivated contact.
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    The selected email address will be displayed in the order confirmation email.

Order History:

On Order History, the email address of the customer contact who placed the order will be displayed.

The order confirmation email to the admin will also have the email address of the contact who placed the order.

Sales Orders in UNL

The email address of the contact who placed the order will be updated in the Delivery Instruction field of Sales Order in Unleashed.

 

Standing orders

The standing order will display the email address of the contact who created the standing order.

 

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