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Create Customer Accounts
Customers in your accounting system will be imported and then uploaded to Organisations (Contact Management & Web Marketing > Organisations) by CatalogueLINK Upload.
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Your Buyer account has now been created and the customer will receive an email with their login information.
Additional Buyer Administration
Payment Terms
Additional Payment Terms can be created from Ecommerce > Payment Terms
From here you can setup methods by which a customer can checkout. These must be assigned to a buyer to become functional
- Example payment terms can be found in the screenshot below:
- A credit card payment term must have a payment gateway assigned to it. Please contact support about setting up a payment gateway
- You can create a new term by clicking Add New Terms, typing in the Terms Name and click Save
If you want to assign additional Payment Term(s) to a buyer:
- Go to Manage Buyers (Ecommerce > Manage Buyers) and click View next to the chosen Buyer
- Select the Terms tab and click Show under Available Payment Terms
- Select Add for each additional payment term you want to add
Reset a Buyer Password
Customers can reset their own passwords themselves via the "Forgot Password?" link on the home page, which will send the customer an email containing a link to change their passwords.
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Note: Your password must be eight characters and contain a capital letter and a number, e.g. Password1. |
Update a Buyer's Seller Reference
The Seller Reference is the record used to identify a customer's uploading special pricing from the accounting system.
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- Go to Manage Buyers (Ecommerce > Manage Buyers) and click View next to the chosen Buyer
- On this tab (Buyer Details) type a seller reference into the Seller Reference: field exactly as it appears in your accounting system
- Click Update
Create Additional Buyer Users for Buyers
You can create additional logins under buyer accounts and view the website as they would see the website.
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- Go to Manage Buyers (Ecommerce > Manage Buyers) and click View next to the chosen Buyer
- Select the Users tab and click New
- Fill out the required details and click Save
Add Buyer Delivery Addresses
Delivery Addresses are pre-defined addresses that can be selected via drop down menu during checkout.
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- Go to Manage Buyers (Ecommerce > Manage Buyers) and click View next to the chosen Buyer
- Select the Addresses tab and click Create New
- Fill in the information for the address and click Save
Delete a Buyer
If you no longer want a Buyer to have access to your website, you can delete the record of this buyer.
- Go to Manage Buyers (Ecommerce > Manage Buyers) and click Delete next to the chosen Buyer
- This buyer will disable this the customer's access to your website
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Note: Deleted buyers are not removed entirely and can still be viewed if you select Deleted from the Status drop down menu. Usernames from deleted buyers are treated as still in use by the website so you will need to change them if you want to use them again. |
Manage Website Registrations
If you have enabled manual approval of customer registrations you will need to validate their accounts once you receive an email advising a customer has registered.
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