Companies

Buyers

A buyer is a customer that is associated with an specific company.

Key features

  • Manage buyers associated with a specific company.
  • Link buyers to existing customers or create new ones.
  • Set default billing and shipping addresses for buyers.

Add buyer to company

  1. In the Buyers tab, click Add buyer.
  2. Fill in the required details.

  • New customer

    Add the buyer's information. A new customer will be created in the system and linked to the company as a buyer. The company's billing and shipping address will be set as default.

  • Existing customer

    If the added email is already connected to an existing customer, you can choose to assign the existing customer as a buyer to the company.
    Buyers created as new customers will have the company's billing and shipping address as default. Existing customers will keep their existing addresses as default.
If assigned, the information on the existing customer company will be updated with the new information provided here and the customer will be set as a company customer. The existing customer's password and login details will remain unchanged.
  1. Activate the buyer by toggling the Active switch. An inactive buyer will not be able to log in.
  2. Click Save to add the buyer to the company.

Assign specific buyer to pricelist

  1. Click the edit icon to the right of the buyer in the buyers list.
  2. Enable Assign price lists to buyer.
  3. Choose which price lists to assign to the buyer.

Product access

You can, at the buyer level, choose to restrict product access only to the price lists assigned to that buyer.

  • If enabled: The buyer will only access the products included in the buyer specific price lists (even if the Company has enforced price lists).
  • If disabled: The buyer will be able to access all products available to the Company.

Priority

If product access on buyer level is disabled, and a product exists in both the company’s pricelist and the buyer’s assigned pricelist, the buyer will receive the price from their assigned pricelist. Even if the company’s pricelists are enforced.

When a buyer has specific price lists assigned, those price lists will take priority over the company's price lists.

Remove buyer from a company

  1. Click on the edit icon to the right of the buyer in the buyers list.
  2. Click the Remove button. When removing a buyer, they will be unlinked from the company but will still exist as a customer in the system.
If the company is inactivated, all buyers will also be inactivated and will not be able to log in. When the company is reactivated, the buyers will need to reset their passwords.

Password management for buyers

A buyer is a customer, so for password management, the same rules apply as for regular customers. In the application (such as a storefront), the buyer can use the "Forgot password" reset flow to reset their password.

Place order as buyer

To place an order, the buyer will log in to the chosen channel where they will see the Company's price list prices, products, and any Company-specific content if set up. There the buyer will be able to place orders as a regular customer.

Add new company

A company is a company that you sell to. Companies can have multiple buyers associated with them, and specific price lists assigned

Introduction

Orders section includes features for managing quotations and orders.