Accounts
Create account
An account is a company that you sell to. Accounts can have multiple buyers associated with them, and specific price lists assigned
Key features
- Create and manage accounts for wholesale customers.
- Assign multiple buyers to a single account.
- Set specific price lists for different accounts.
- Account-specific product selection via price lists
Quick guide
- In Geins Studio, navigate to the Wholesale > Accounts section and click New account in the upper right corner
- Create the account by filling in the required details and clicking Create account.
- Go to the Buyers tab to add buyers to the account.
- Connect a price list to the account by selecting it from the quick add under the Price list tab.
- Review the account settings and save.
Create a new account
Account details
When creating a new account, you will need to provide the following details:
- Account name: The name of the account (company).
- VAT / Company reg. nr: The VAT or company registration number for the account. The field is validated via VIES if EU format. For informational use — VAT settings must be chosen manually.
- External ID: Optional field for storing an external reference ID.
- Sales reps: The sales representatives associated with the account. A sales rep must be an existing administrator in Geins.
- Channels: The sales channels the account will be associated with.
Addresses
- Billing address: The billing address for the account.
- Shipping address: The shipping address for the account. Can be set to be the same as the billing address.
- Contact person: The contact person related to the address. Used primarily when working with quotations and order creations.
You don't need to fill in the address details when creating the account. You can add or edit the addresses later.
Create the account
Click Create account to create the account with the provided details.
Buyers
A buyer is a customer that is associated with an account. An account can have multiple buyers. Adding a buyer can either create a new customer in the system or link to an existing customer.
Add a buyer
- In the Buyers tab, click Add buyer.
- Fill in the required details. 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.
If assigned, the information on the existing customer account 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.
Buyers created as new will have the account's billing and shipping address as default. Existing customers will keep their existing addresses as default.
- Activate the buyer by toggling the Active switch. An inactive buyer will not be able to log in.
- Click Save to add the buyer to the account.
More information about managing buyers can be found here: Buyers.
Connect a price list
A price list is a collection of products with specific prices. You can tailor product selection and pricing for an account by connecting a price list and setting the account to only show products from it.
- In the Price lists tab, add a price list by selecting it from the quick add dropdown.
- To restrict the account to only show products from the price list, enable the Only access products included in the assigned price lists switch under the settings tab on the account.
Products will show if the currency set in the application (such as the storefront) matches the currency of the price list they are included in.
The price list must be active for the prices and product selection to be applied to the account.
Settings
In the settings tab, you can configure additional settings for the account.
- Product access: Controls which products this account can view and purchase. If the Only access products included in the assigned price lists switch is enabled, the account will only be able to see and purchase products that are included in the assigned price lists.
- VAT settings: Set whether this account should be charged VAT on orders. If enabled, the account will always be charged VAT regardless of country or VAT number.