Buyers

Key features

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

Add buyer to account

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 account as a buyer. The account'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 account.
  Buyers created as new customers will have the account's billing and shipping address as default. Existing customers will keep their existing addresses as default.

3. Activate the buyer by toggling the Active switch. An inactive buyer will not be able to log in.
4. Click Save to add the buyer to the account.

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 account has enforced price lists).
• If disabled: The buyer will be able to access all products available to the account.

Priority

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

Remove buyer from account

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 account but will still exist as a customer in the system.

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 account's price list prices, products, and any account-specific content if set up. There the buyer will be able to place orders as a regular customer.