Access B2B portal as a customer, guest, or sales rep

Access B2B portal as a customer, guest, or sales rep

Prerequisites

Signing up

Before a customer or sales rep can place orders through the B2B portal, they must have been invited by a user of your organization.

Once a customer or sales rep has been invited, they will receive a unique activation link via email. They will be asked to set password for their portal account. Once the password has been set, the user can log in and use the portal to place orders.

Accessing the B2B portal

Customers and sales reps access a B2B portal through the store URL reflected in the portal's General tab. If a custom domain name has been configured this URL should be used instead.
  

If guest access (B2B portal settings) is allowed for the portal, users are taken straight to the portal home page, where they can view and browse through the catalog and view prices. If guest access is disabled for the portal, users will be taken to the portal's Login page. They will then need to log in before they can view the portal's home page.

Users must be logged in before they can download prices, place an order, or view existing orders.

Sales reps will be asked to select an active customer when logging in. Orders can then be placed as usual.

  

Was this article helpful?

Have more questions? Submit a request