Invite customers and sales reps to B2B portal

Invite customers and sales reps to B2B portal

Send email invitations to individual customers or their designated sales representatives. Customers and sales reps will be invited to create an account and order products from your B2B portal.

Prerequisites

Invite a customer

There are two ways you can invite a customer to order products from a portal.

The first involves inviting your customers from the B2B integration page.

  1. Go to Integrations →Cin7 Core B2B Portal. On the Invitations tab for your store, all your Cin7 Core customers with an email address are listed by default. Search for the customer or customers to be invited. You can also filter the records to show only those customers that you have not yet invited to the portal.

  2. Check one or more boxes next to a customer entry. This will make the Invite selected and Revoke selected buttons visible.

  3. Click Invite selected to send the invitation/s. You will have two options:

    • Send invites to selected sends an invitation email to the customer immediately with the configured email template.

    • Generate invites and export to CSV generates a downloadable CSV file with a unique invitation link for each customer invited.

  4. Once a customer has been invited, you can resend the invitation if required by clicking the email icon which appears next to the customer entry.

 

Alternatively, you can invite a customer directly from the customer record.

  1. Go to Sale → Customers.

  2. On the Customers page, only active customers are listed by default. Search for the customer to be invited, then click to open the customer record.

  3. Click Invitations, then click the Email icon to send the invitation to the customer. This sends an invitation email to the customer immediately with the configured email template.

  

Once a customer has been invited, you can then resend the invitation if required by clicking the email icon again. You will also now be able to revoke a guest's access and copy the unique invitation link to the clipboard.
     

You can change a customer's email address if required through the customer record.

Invite a sales rep

Some organizations prefer to have a sales representative order on behalf of their customers. A sales rep invited to a B2B portal will have the ability to raise sales for customers. Sales reps can have access to all active customers or be limited to only their allocated customers.

Invite a sales rep to your B2B portal:

  1. Click Sales rep invitation in the Invitations tab.
         

  2. Enter the representative's Email address, Name, and select Access type for the sales rep. All customers allows the sales rep to raise a sale order for any active customer on the B2B portal, while Allocated customers only only allows raising sales for customers who have been allocated that sales rep in their customer record.
         

  3. Click Send the invitation. This sends an invitation email to the customer immediately with the configured email template. The sales rep will then be sent an invitation to sign up to the B2B portal, where they can make sales on behalf of any active customer.

  4. An entry for the sales rep will be added to the invitations page. You can then resend the invitation if required by clicking the email icon again. Sales rep information and access type can be edited from here if required.

Revoke customer's access to a portal

There are two ways you can revoke a customer's access to a portal.

The first involves revoking access from the B2B Integration page. To do this:

  1. On the Invitations tab, all your B2B customers are listed by default. Search for the customer whose access is to be revoked. You can also filter the records to show only those customers that have previously accepted your invitation to access the portal.

  2. Click the customer record, then Revoke selected.
         

 

Alternatively, you can revoke access directly from the customer record:

  1. Go to Sale → Customers.

  2. On the Customers page, only active customers are listed by default. Search for the customer whose access needs to be revoked, then click to open the customer record.

  3. Click Invitations, then click the Trash icon to revoke the customer's access to the portal.
         

Enable or disable guest access

Cin7 Core allows you to enable or disable guest access to your B2B portal/s. If enabled, users can view and browse through the portal catalog without being logged in. Guest users cannot place an order for any products.

Enable guest access by going to the portal's General tab, scroll to Advanced settings and enable Allow guest access.

Select the price tier for product prices that will be displayed to guest users by going to the portal's General tab, scroll to General settings and select a price tier from the dropdown menu for Price tier for guest user

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