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B2B Store - Customers tab

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Customers

 

Note:
  • 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. For more information, see Adding Customer Contacts.
  • 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.cust_ordering.png

You can send invitations and manage subscriptions.Cust_catalog1.png

  • You can search for a specific customer or filter by Customer Type.
  • You can send an invitation to ONLY one contact.
  • Click Send Invitation at the line level to send an invitation to one contact at a time. Once you send an invitation, the Send Invitation button will display the following actions:
    • Resend Invitation
    • Cancel Invitation
    • Assign Catalogs
    • Act as Customer
  • The following actions are available from the Bulk Action Cog:
    • Select All
    • Select None
    • Send Invitation
    • Cancel Invitation
    • Deactivate
    • Activate
    • Add To Catalog (only on Premium B2B Plans)
    • Remove From Catalog (only on Premium B2B Plans)

Act 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.act_as_customer1.png
  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.act_as_customer4.png
  5. You can click Stop Acting as Customer or Keep Acting based on how you want to proceed.

Guest Access

  • Allow guests to browse the store: Give guest customers the ability to browse your products through your B2B store. 
  • Show product pricing to guests: When pricing is toggled on it will show guest customers your default sell price. 
Guest users will not be able to add products to their carts, or checkout. They will still come through the standard process of requesting access. 


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 customerScreen_Shot_2020-09-21_at_11_31_47_AM.png

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

Screen_Shot_2020-09-21_at_11_44_32_AM.pngScreen_Shot_2020-09-21_at_11_44_56_AM.pngScreen_Shot_2020-09-21_at_11_44_18_AM.pngScreen_Shot_2020-09-21_at_11_59_06_AM.png

Once the contacts have accepted the invite, they will be shown under the 'Active' pill whereas contacts who have not accepted the invite will be shown under the 'Pending' pill and the one's who have declined the invite will be shown under 'Inactive' pill

 

Screen_Shot_2020-09-21_at_12_16_39_PM.png

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:

Screen_Shot_2020-09-21_at_12_24_28_PM.png

Reactivate deactivated contacts:

Screen_Shot_2020-09-21_at_12_34_21_PM.png

Resend or cancel the invitation for pending contacts:

Screen_Shot_2020-09-21_at_12_38_03_PM.png

Order History:

On Order History, the email address of the customer contact who placed the order will be displayed. Screen_Shot_2020-09-21_at_1_05_09_PM.png

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

Screen_Shot_2020-09-21_at_1_08_03_PM.png

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 orders will display the email address to the contact who created the standing orderScreen_Shot_2020-09-21_at_1_11_08_PM.png

Admin acting as a customer

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 contactScreen_Shot_2020-09-21_at_1_17_45_PM.png

The selected email address will be displayed in the order confirmation email

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