Invite and manage your B2B customers

Invite and manage your B2B customers

Overview

You can invite contacts from your CRM to create an account for that store after it has been set up.

Once your customers are invited, you can manage your B2B customers (and their login details). In the dashboard, you can see all current customers, pending customers, and deactivated customers. You will only see the pending and deactivated customer tabs when you have a pending or deactivated customer.

You can:

Invite customers

Before you invite customers to your B2B online store, you will need to check if that customer already exists in Cin7 Omni (to avoid creating duplicates). Once you are sure the customer does not exist, you can create them as customers in Cin7 Omni.

  1. Select Integrations in the left hand navigation and select your B2B online store.

  2. Click on Invite New Customers.

  3. Choose your customers from the dropdown or search for a specific customer. Customers need to be created in the CRM before they can be invited to your B2B online store.

  4. Click Invite.

Customers will be sent an email with a link to create an account for your B2B online store.

A customer can use the same email address and password to access multiple stores. However, customers cannot share an email address and use different passwords. There can only be one password for each email address.

Resend invite

  1. Open the Pending Customers tab in your B2B Dashboard or Search Customers.

  2. Find the customer you want to resend an invitation to and click on the three dots in their row.

  3. Click Resend invitation. The customer will be sent an email with a link to create an account for your B2B online store.

Cancel invite

Canceling an invitation will prevent the customer from creating an account in your B2B online store.

  1. Open the Pending Customers tab in your B2B Dashboard or Search Customers.

  2. Find the customer you want to cancel an invitation to and click on the three dot menu in their row.

  3. Click Cancel invitation.

Clear errors

Errors can appear when there are issues with inviting a customer (for example, an invalid email address). These display on the errors tab. The errors tab will only appear if you have errors.

You can remove an error message by clicking Clear Error Message.

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