Is this feature disabled?
This feature needs to be switched on for your site by Commerce Vision.
Overview
B2B Registration allows a trade (wholesale or business) user to register for B2B access and have their user (login) account linked to an ERP customer account. Users with active accounts can log on and will receive that account's default settings (i.e. Pricing, Warehouse, Contract Information etc).
- (Versions 4.37+) Instead of globally enabling auto part registration, you can also prevent users from some selected Customer accounts from successfully registering.
On this page:
Registration Process
This shows the B2B user registration process:
1. When your website is enabled for B2B user registration, there will be a link for trade users to register in the Login modal window.
2. The user will fill in a form and include the following information:
- Contact Name
- Customer Code
- Company
- Password
- Customer Account Code
Additional fields may be added to the B2B Registration page; contact Commerce Vision Support for assistance.
3. Depending on settings, the User is either registered and can log in to their account on your website or if User Approval is enabled, wait until they have been reviewed and approved by the Administrator.
4. If User Approval (Auto Part Registration) is enabled, the Administrator will receive an email indicating a Customer has registered for trade access. The user will receive an email informing them their registration is subject to approval.
5. If the user is approved, they will receive an email indicating their account has been approved and can proceed to login.
Add user approval step
Enable user approval
If Auto Part Registration is enabled, a B2B user who registers for a login on your website will need to be reviewed and approved by the eCommerce Team. Until then, the user is partially registered. This means the user exists in the system but cannot login to your website.
To add a user approval step to the registration process:
- In the CMS, navigate to Settings → Feature Management → User.
- Toggle ON Auto Part Registration.
Approve a user
If user approval is enabled, the Administrator will receive an email that a B2B user has registered.
NOTE - This email's content can be edited in Content → Emails → B2B Registration Approval Required Email → APR Approval Required Widget.
To approve a user:
- In the CMS, navigate to Users → Website Users.
- Use the User Search tool to find the user. You can search by email address (from the email notification).
- To approve the user without reviewing details, click the Approve User button.
- the User's detail page, review the user's details. Change any details if required. TIP - You may need to change the User's Role, Order, Requisition and Approval Limits.
- To save, click Save & Exit. The user will be approved and receive the welcome email.
Set Auto Part Registration for Customer
This option prevents users in some customer accounts from successfully registering. The user who attempted to register and a nominated customer team member will receive a notification email.
- In Auto Part Registraton settings, scroll down to Registration for Customer Settings.
- Toggle ON Enable Auto Part Registration for Customer.
- To change the rejected email subject, edit Auto Part Registration Rejected Customer Email Subject. Default: User Registration Error
- (Optional) To edit the rejected email template, click B2B User Creation Rejected Email Template. See: B2B Rejected Registration Email
- Click Enable Auto Part Registration for Customer Maintenance.
- Click Save or Save & Exit.
Additional Information
Minimum Version Requirements |
|
|---|---|
| Prerequisites |
|
| Self Configurable |
|
| Business Function |
|
| BPD Only? |
|
| B2B/B2C/Both |
|
| Third Party Costs |
|
Related help
