Customer Portal (Wholesale Customers)
Role - Wholesale Customer
The customer role allows organization to invite their customers to place orders directly into the organizations system (Customer Portal).
i.e. A wholesaler allows a retailer access to their system to place orders that the retailers needs for their own customers.
- Only has access to Quoting and Ordering.
- Must be attached to a customer entity
- Quoting and Ordering:
- Dashboard:
- The data is only relevant to any quote, order and/or invoice that specific to the users customer entity.
- Search:
- The data is only relevant to any quote, order and/or invoice that specific to the users customer entity.
- Create Quote / Order:
- The Quote Date, Sales Rep and Customer fields are automatically populated and is not editable / changeable
- Quote / Order Summary:
- Once a quote / order is accepted the user can no longer edit the order.
- The discount field is not visible to this user
- Email / Print:
- Dashboard:
. Create and Invite User
This allows the customer access to log in to BUZ Portal
Go to Users
Select Invite
Fill in the customer details, ensure they are in the Customer Group.
Link the Customer login profile to the Customer Card, these are separate identities. If a customer login is deactivated or needs to be transferred to a different email address the Customer card will be unaffected.
If you haven't created a Customer card yet click here
If you have an email template you can use your own otherwise BUZ has made a quick and easy template that will inform the customer to click the link, Create a password and Log in.
Select "Send invite" and they will receive an email with a link (Accept Invite) to sign up to BUZ
Customer needs to click on the link and set password to Register
Customer Users can see the following dashboard when logging into BUZ.
