Manage Customer Access

Create Customer Accounts

Customers in your accounting system will be imported and then uploaded to Organisations (Contact Management & Web Marketing > Organisations) by CatalogueLINK Upload.

It is here that you can create Buyers (logins) for these customers which they can use to purchase products at the same pricing they receive in the accounting system.

In CatalogueLINK Upload, go to the Customers tab and confirm the customer record has "Upload Financials" checked if they are to get pricing specific to their customer record.
Do an import and then an upload of Items, Customers and Pricing.
Go to the Control Panel then Contact Management & Web Marketing > Organisations
Search for the customer and select Create Buyer
Enter a unique Username and Password for the Buyer
Check Approve Buyer to allow the customer to login and check Send Email to Buyer to send the customer a welcome email allowing them to login
Click Create Buyer
This will bring you to the Buyer Details page, from here click on the Terms tab
Click Show under Available Payment Terms
Select Add for each payment term you wish the customer to have access to

Note: A buyer must have at least one payment term assigned to be able to checkout. Payment Terms are created from Ecommerce > Payment Terms

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.

If you want to manually change a password however:

Go to Manage Buyers (Ecommerce > Manage Buyers) and click View next to the chosen Buyer
Select the Users tab and click View against the Buyer User you want to update the password for
FIll in the Password fields with the new password and click Save

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.

A seller reference will be automatically assigned if you create a buyer account from organisations or downloading/assigning them in integrated solutions.

To update a seller reference:

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.

This is useful when a customer has multiple people who are authorised to make purchases from your website.

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.

Customers are able to create them through the My Account menu on the website or they can be created on their behalf:

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 will disable the customer's access to your website

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.

In this scenario a customer has registered on the website and is awaiting approval to login.

Note: You can check this setting in Ecommerce > Ecommerce Settings

Go to Manage Buyers (Ecommerce > Manage Buyers) set the Status menu to Awaiting Approval and click List All Buyers
Click View next to the chosen Buyer that is awaiting approval

If this customer is an existing accounting system customer enter their seller reference in the Seller Reference: field so orders will go against their accounting system record.

Otherwise leave it blank and a new customer record with a new seller reference will download when the customer puts through their first order.

Verify the customer's details before selecting Approve
The customer will now have a Buyer status of Approved in Manage Buyers and receive an email advising they can login