Invite Customers to your E-Commerce

Owned by Andres Toledo, created
Last updated: about 4 hours ago
4 min read

In this article, you will learn how to invite users to join your e-commerce using a link or a QR code and how to process customer requests.

User Roles: Admin and Procurement Manager.

Where can I share this invite link?

We recommend you put it everywhere you can! You know what they say, the more the merrier!

Don’t worry about unknown requests; people using your invite links will not be able to order before you approve and activate them. That way, you can always verify who you are adding to your customers and granting access to your e-commerce.

Get Your Invite Link

Your invite link is permanent and will not change every time you share it, so whenever you want to share it with someone or download a QR code to add to your marketing materials, you can download it from your company setup.

To download your invite link, do the following instructions:

  1. Go to Setup > Users.

  2. Click on e-commerce users.

  3. Click on Invite Customers to Your E-Commerce.

  4. Select if you want to copy a link or download a QR code.

This invite link will allow potential customers to register as customers for your e-commerce platform. Once they submit their request, you will receive an email containing their information for you to review and either approve or reject their request.

invite link.gif

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Request Processing Emails

When a customer sends a requests initiated via your invite link, you will receive the following emails with their information and next steps:

 

image-20240930-142833.png
Customer Request Email

 

 

Activate a New Customer

After you’ve approved a customer’s request, the system will add them to your account as inactive customers. You must activate them in your system and set up a couple of important things to ensure your sales to them go smoothly, and they can start buying from you. To activate and configure a customer, do the following instructions:

Step one: Activate the Customer

  1. Go to Setup > Customers.

  2. Search the customer.

  3. Click on Edit from the Actions column.

  4. Check the box in the Activate setting.

  5. Click on Save.

Step two: Set Price, Markups, and Advanced Settings

  1. From the customer settings where you did the previous step, click on Advanced.

  2. Select the Price Type.

  3. Optional: Assign an e-commerce markup or additional settings.

  4. Click on Save.

Step three: Set Days of Service

  1. From the customer settings where you did the previous steps, go to the Days of Service tab.

  2. Select the carrier you will use for this customer for each day of service.

  3. Click on Save.

Once you complete this process, your new customer will receive an email confirming that they are ready to start buying from you.

 

You will also find these instructions via email. Clicking on the email button will take you to the Setup > Customers page and trigger an interactive tour that will guide you through this process.

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What Your Customers See

  1. When a customer goes to your link, they will enter their email and receive a verification code:

 

 

  1. After verifying their email address, they will have to add their business details:

  1. Once they submit their request, they will receive a confirmation email that it was received:

  1. Once their request is approved (or denied), they will receive an email with the results:

  1. If their request was approved, they’ll receive an email once you activate their account:

  1.  

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FAQs

While everyone can submit a request using your invite link, only customers you approve and configure will be able to see your products and submit orders.

No, you can add as many e-commerce customers as you like without incurring any additional customer licenses.

No, this link is permanent so you don’t have to worry about updating it on your marketing materials or wherever you might share it.

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