My B2B portal account (customer view)

My B2B portal account (customer view)

View your existing, reorder products quickly, change your password, and more from your B2B portal account settings.

Prerequisites

My account

Users can access account features such as managing addresses, managing orders, and changing the password by opening the My Account menu. Simply click the username at the top of the screen to open the My Account dropdown menu.

  

My addresses

Add or remove addresses from your account by clicking the username to open the dropdown menu, and select My addresses. Users can also access this page by following the My addresses link in the page footer. Addresses that are already added to this customer's profile will be shown on this screen automatically.      

Click Add address to open a pop-up window and enter a new address. Click Add to add the address to the customer's record in Cin7 Core.

  

The default billing and shipping addresses in the customer's record will be automatically entered as the billing and shipping addresses during checkout.

Change password

Customers can change their B2B portal password by clicking their username at the top of the screen to open the My account dropdown menu, and select Change password.

  

Hide or show prices

Customers can choose to show or hide prices on the B2B portal by clicking their username at the top of the screen to open the My account dropdown menu, and selecting Hide Prices or Show Prices.

Manage orders

Customers can view existing order details by clicking the username to open the My Account dropdown menu, and selecting All orders. Users can also access this page by following the All orders link in the page footer.

This page shows information for each order with its payment and fulfillment status. Customers can search for an order number using the top-left search box and export order details in CSV format.
     

Clicking an order opens up more detailed information including delivery address, products ordered, tax, additional costs etc. Carrier information and tracking number are displayed here when they become available.

  

  

Repeat orders

Customers can repeat orders from the All orders page. Open the My account dropdown menu and select All orders. Users can also access this page by following the All orders link in the page footer. Check the box next to the order/s to be repeated and click Reorder to copy the items from that order into the shopping cart. From here, the checkout process is completed as normal.

  

Download or send email invoices

From the All Orders page, customers can click the invoice field of a line to download the invoice for that order in PDF format. Open the My account dropdown menu and select All orders. Users can also access this page by following the All orders link in the page footer.

  

Alternatively, check the box next to one or more orders, then click Send selected to open a popup window. Enter an email address and click send to send the invoices via PDF attachment.

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