You can directly manage your B2B Store's customers from the Customers page within your store's settings. This allows you to invite new contacts, manage their payment methods, and control their access to catalogues, enabling you to create a customized and flexible experience for each customer of your B2B Store.

B2B Customers

To access your B2B Store's Customer page:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
   

Header button descriptions

Manage Catalogues

At the top of the Customers page in your B2B Store's settings, you have the option to click on the "Manage Catalogues" button. This option allows you to manage the catalogues you've created in your B2B Store, which determine which products your B2B Store customers are able to view or buy. For more details on managing your B2B Store's Catalogues, see B2B Store: Catalogues.

Edit Customer Invitation Email

Invites for your customers to access your B2B Store are managed and sent directly from your B2B Store. Click on the "Edit Customer Invitation Email" button in the B2B Store's Customer page to customize your B2B Store's invite email. 

• Email Subject Line
  Use the Email Subject Line field to customize how your invite's displayed in your customer's inbox. Within the field you have the option to include your B2B Store's "Brand Name" as a variable, add "{Brand Name}" to the field and your B2B Store's Brand Name will populate as and when an invitation is emailed to your customer.
  NOTE: Email Subject Line is a required field with a 100 character limit. Select the restore icon next to the field to restore your Subject Unleashed's standard text.
  
  
• Email Content
  Use the Email Content field to customize the message body of your B2b Store's invitation email. Within this field you can add the variables "Contact Name" and "Company Name" which will populate your customer's contact name and your company's name respectively when an invitation email's sent to your customer.
  Customize the style of your B2B Store's invite using the rich text options available in the Email Content field:
  • Text Size: Use the drop down menu to select the the size of your text; Heading 1, Heading 2, Heading 3, Heading 4, Normal.
  • Font: Use the drop down menu to select which font your text will be displayed with; Sans Serif, Serif or Monospace.
  • Text Style: Use the icon functions to make the text bold, italic, underlined, stricken-through, subscript or superscript.
  • Text colour: Use the icon functions available to set a font colour and a text background colour (colour options are limited to those shown in the icon's colour chart).
  • Text Alignment: Use the icon available to choose whether the text is; left aligned, right aligned, centered or justified.
  • Numbered: Use the icon available to display text in a numbered list.
  • Bullet points: Use the icon available to display text in a bullet pointed list.
  • Add Images: Use the icon available to add existing B2B Store images to your store's content page.
  • Hyperlink: Use the icon available to add a hyperlink to the text provided. When the hyperlinked text is selected in the content page a new tab will be opened, directing the customer to the linked page.
    NOTE: Email Content is a required field with a 500 character limit. Select the restore icon next to the field to restore your Content Unleashed's standard text.
    
    
• Invite email valid for
  Use the "Invite email valid for" field to set an expiration limit for your B2B Store's invite. Your BB Store's email will display to the customer how long it is valid for.
  If a customer does not accept your B2B Store's invitation within the set limit, the invitation's acceptance link will return a notification advising it's expiration. They'll be further advised to contact your Store Administrator for a new invitation. At the same time, your Store Administrator will receive a notification that the customer did attempt to accept the invite and login and the contact in your B2B Store's Customer page will display an "Expired" status.
  NOTE: "Invite email valid for" is a required field with a maximum 30 day limit. If the limit is updated in your B2B Store's settings, it will apply to any existing/pending invitations as well as future invites.
  
  
• How will it look?
  Use the "How will it look?" button in your invitation edit window to send a test invitation to your B2B Store Administrator's email address. Here you can preview the B2B Store's invite email as if you were a customer.
  
  
• Save
  Once you've made changes to your B2B Store's invite email, click Save. You can make changes to your invitation email at any time.
  

Filter field descriptions

In the B2B Store's Customer page, you can filter to locate specific customers or groups of customers using the following options:

• Search: Use the text field to filter your Customers by the Customer Code or Customer Name.
• Customer Type: Use the multi-select dropdown menu to filter the Customers by their Customer Type (populated from Unleashed). 
• Catalogues: Use the multi-select dropdown menu to filter the Customers by their assigned Catalogues. 
• Currencies: Use the multi-select dropdown menu to filter the Customers by their currency (populated from Unleashed). 
• Statuses: Use the multi-select dropdown menu to filter the Customers by by their B2B Store access status (Active, Inactive, Pending, Invitation Expired or Locked). 

Header descriptions

The headers available in the B2B Store's Customers page provide an overview of the Customers that have synced to your B2B Store:

• Action Cog: Displays a checkbox per Customer row, allowing for the following bulk actions:
  • Select All
  • None
  • Send Invitation to Primary Contact
  • Add to Catalogues
  • Remove from Catalogues
  • Bulk Action - All Pages: 
    • Add to Catalogues
    • Remove from Catalogues
• Customer Name: Displays the Customer's name, populated from Unleashed.
• Status: Displays a cumulative count for the status of the customer's contacts in the B2B Store.
• Customer Type: Displays the Customer Type assigned to the Customer, populated from Unleashed. 
• Assigned Catalogue: Displays the Catalogues currently assigned to the Customer. For more details, see B2B Store: Catalogues
• Payment Type: Displays either Make on Account or Pre-Paid, for more details see B2B Store: Payment Settings.
• Currency: Displays the Customer's currency, populated from Unleashed. 
• Tax Rate: Displays the Customer's default Tax Rate, populated from Unleashed's customer record (if no default tax rate is assigned, the field will display as blank). 
• Actions: Displays an Actions button per Customer row, which allows you to select either
  • Manage Contacts
  • Assign Catalogues
  • Act as Customer
  • Make On Account/Pre-Paid (depending upon the customer's current Payment Type allocation) 

Invite Customer contacts to your B2B Store

For a customer to gain access to your B2B Store, they'll first need to be invited by your B2B Store's Administrator. Your B2B Store will automatically sync all eligible contacts from your Unleashed account's customer records so that your Store's administrator can send an invite directly from your B2B Store. 

Setup a customer for B2B Store access in Unleashed

To invite a customer from your B2B Store, the following the customer's contact must adhere to the following prerequisites:

• The contact must have a valid email address.
• The contact must be added to a Customer record in your Unleashed account.
• The contact must have the "Ordering" option ticked against their contact in the customer record or be the Primary contact. 

For more details on adding contacts to your Customers in Unleashed, see Customer: Contacts tabs

NOTE:

• If the same contact's email address has been added to multiple customer records in Unleashed, with "Ordering" ticked, you will not be able to successfully invite them to your B2B Store. 
• If a Customer is obsoleted in Unleashed, customer contact's B2B Store access will be revoked, Order History removed and the Customer will be removed from your B2B Store's customer list.

B2B Customer Statuses

Eligible customer contacts that have synced to your B2B Store from Unleashed will each have a status assigned, which is dependent upon their current invitation progress or configurations within your B2B Store. 

Invite a customer contact to your B2B Store

Once a contact has been added to a customer in Unleashed and either has "Ordering" ticked or is the Primary contact, that contact will be synced and available to invite and manage in your B2B Store's Customer page. You can either individually invite customers to your B2B Store, or you can send invites in bulk. 

When you send an invitation from the B2B Store, the contact will receive an email welcoming them with a link to accept the invite.

NOTE: The invitation will be sent from the email address: noreply@unleashedsoftware.com, this address is default and cannot currently be changed.

Invite individual customers to your B2B Store

To invite individual customer contacts to your B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Locate your Customer, then select the Actions dropdown menu in their row, then click on Manage Contacts.
   
   
5. In the CONTACTS FOR window that's displayed, click on the Send Invitations button in the Actions column. 
   

Invite multiple contacts to your B2B Store

To invite multiple contacts for the same customer to your B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Locate your Customer, then select the Actions dropdown menu in their row, then click on Manage Contacts.
   
   
5. In the CONTACTS FOR window that's displayed, use the checkboxes to select each contact due an invitation email. 
   
   
6. Hover over the Action Cog icon above the checkboxes and select Send Invitation. 
   

Invite multiple customers to your B2B Store

To invite the Primary contact for multiple customers to your B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Use the checkboxes in the Customer page to select the Customer you're due to invite. 
   
   
5. Hover over the Action Cog icon, above the checkboxes, and select "Send Invitation to Primary Contact"
   

Managing multiple contacts in your B2B Store tutorial video

Accepting an invite to your B2B Store

Once your customer has received their B2B Store invitation email, they will be required to click on the Accept Invite link within the email's content and create their B2B Store login. The Accept Invite link will direct the customer to the B2B Store's login page, where they will need to provide:

• Your email address: This is the same email address as their contact details in Unleashed and the B2B Store.
• Password: Their B2B Store Password will need to have at least:
  • 9 characters
  • One uppercase letter
  • One lowercase letter
  • One number

Once the customer clicks Submit in the B2B Store's "Accept Invitation" login page, access will be granted and they can view your store. From then on, they can access your B2B Store freely with the same login credentials. 

Resend or Cancel Invitations

If a customer's B2B Store invite has expired or the customer's unable to locate a pending invitation, you can either cancel or resend the invitation from your B2B Store. 

To resend a B2B Store invite email:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Locate your Customer, then select the Actions dropdown menu in their row, then click on Manage Contacts.
   
   
5. Under the Actions header, click on the "Resend Invitation" button.
   
   
6. The customer will then receive a new B2B Store invitation with a renewed expiration date. 

To cancel a B2B Store invitation:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Locate your Customer, then select the Actions dropdown menu in their row, then click on Manage Contacts.
   
   
5. Unleashed the Actions header, click on the drop down menu next to the "Resend Invitation" button.
   
   
6. Select "Cancel Invitation"

Act as Customer

When logged into your B2B Store as a Store Administrator, you have the option to use the "Act as Customer" feature, which allows you to view the B2B Store as the selected customer. This is particularly useful if you want to review the products and prices displayed for your Customer in the store, troubleshoot any issues your customers may be facing during their ordering process and manage any orders they're making.

To act as a customer:

1. Go to your B2B Store and login as a Store Administrator.
   
   
2. Select Settings, in the top right corner of the B2B Store. 
   
   
3. Select Customers in the main menu, then the subsequent Customers option.
   
   
4. Locate your Customer, then select the Actions dropdown menu in their row, then click on "Act as Customer"
   
5. Once applied, your B2B Store's header will show an orange "Acting as a Customer" badge.
   Click on the badge and pop-up window displaying your selected customer's details will appear.
   
   
   

To return your B2B Store's view to Store Administrator, click on the Acting as a Customer badge and select "Stop Acting as a Customer".

Manage B2B Orders as a Customer

When Acting as a Customer, navigate through your B2B Store's home and product pages to view it from your Customer's perspective. Any specific pricing, catalogues or settings attributed to the Customer will populate in your new view of the B2B Store. 

Place orders on behalf of a Customer

Whilst acting as a customer in your B2B Store, you have the option to add products to the Customer's cart and place the order on their behalf. The only difference in placing an order whilst acting as a customer in the B2B Store and the customer placing the order themselves is that you (acting as a customer) will be required to select the customer contact you're placing the order for when completing the B2B Order's shipping details. 

Use the drop down menu provided in the yellow "Ordering on behalf of" banner, to allocate the appropriate active contact.

The selected customer contact's email will then be used for all further updates from the B2B Store, regarding the order. 

For more details on placing orders in the B2B Store, see B2B Store: Create Orders

Manage Standing Orders on behalf of a Customer

Whilst acting as a customer in your B2B Store, you can create and manage Standing Orders on behalf of the customer. The contact selected in the "Ordering on behalf of" banner when creating new Standing Orders will populate as the Standing Order's creator.