Overview
B2B Registration allows a trade (wholesale or business) customer user to register for B2B access and have their account linked to an ERP debtor account. Users with active accounts can log in and will receive that account's default settings (i.e. Pricing, Warehouse, Contract Information etc).If your website caters for B2B users, there will be a link for trade users to register in the Login modal window.
When a customer user registers, they will be asked a set of questions including:
- Contact Name
- Customer Code
- Company
- Password
- Customer Account Code
The idea is for the user to pre-fill their details. This means the Administrator will only have to review the pre-filled information and either approve, or contact the customer for more information.
Typically on a website where B2B Registration is enabled, the customer will be directed to fill in the above information, then the following happens:
- The Administrator receives an email indicating a Customer has registered for trade access.
- The Administrator will then review the information and approve the account as required (if auto part registration is enabled).
- The User will receive an email indicating their account has been approved and can proceed to login.
Additional fields may be added to the B2B Registration page; contact Commerce Vision Support for assistance.
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.
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