Legacy B2B customers

Legacy B2B customers

Legacy B2B uses technology that is no longer supported or compatible with the Cin7 Omni platform.

Cin7 Omni no longer provides, for Legacy B2B:

  • technical support

  • security updates

  • bug fixes

  • other forms of assistance and support for the product

We recommend migrating to the B2B online store.

Overview

Your Legacy B2B store requires some setup for your customers. You will need to add B2B fields to your CRM.

You can also manage your B2B customers by giving them access, assign products, or reset their passwords.

Add Legacy B2B fields to your CRM

You will need to add a few special fields to the CRM which are not switched on by default.

  1. Whilst logged in as an Administrator select your username, then select Settings.

  2. Click on CRM and then CRM Settings.

  3. Change the Show B2B Website Options drop-down to Yes.

  4. Select Save.

 

You will now be able to see three additional fields in your CRM: Password, Assigned Product Codes and Login as Customer.

Add customers to your Legacy B2B

Once you have added the Legacy B2B fields, you can add customers to your online store.

  1. Open up the customer's record in CRM.

  2. Make sure they have the correct email address in the email field.

  3. Enter a password into the Password field under Legacy B2B Website Options.

  4. From the templates section, select B2B online ordering login details.

  5. This will open an email template, populated with the customer's login details. Make sure the link points to your B2B domain - you may need to update this in the CRM  Contact Log settings.

  6. Select Send to send the email to the customer. This will allow them to log into the account.

Remember that your customers do not necessarily need passwords, however this is all dependent on the security settings in your account.

View your Legacy B2B as a customer

You can login as a specific customer to your Legacy B2B. Select the Auto Customer Login button in their contact record. No password is needed when you login in with the Auto Customer Login.

Remove a customer from Legacy B2B

You can disable a customer's login by removing their password.

  1. Open the customer's record in the CRM.

  2. In the B2B Website Options click the X button.

  3. Confirm you want to remove the customer's password. This cannot be undone but you can add in a new password in the Update Password box.

Reset a customer's password

You can reset a customer's password in Cin7 Omni.

  1. From the left navigation, click CRM.

  2. Search for the customer, and click on their name to edit the customer.

  3. From the B2B Website Options box enter in a new password into the Update Password box.
    This password will not be visible once you Save.

  4. Click Save for the contact.

Your customers can also reset their own password.

  1. Choose the Forgot your password link on the login page.

  2. Add your email address to receive an email with a temporary password.
    This temporary password expires after one login.

  3. Login with the temporary password.

  4. Click Change Your Details from the account information box.

  5. In the next page, scroll down and enter a password, and confirm the password in the box underneath.

  6. Click Continue to save the password.

Assign products to a customer

You can assign special products to particular customers, which will then appear in the 'my account' page when the customer logs in.

Note that this does not mean that only this customer will see the product, rather it 'favourites' a product for the customer so they can quickly find it.

To assign a product to a customer, add the product code into the Assigned Products box separated by commas.

FAQs

Is it possible to have multiple contacts for one B2B account?

Unfortunately it is not possible to have more than one contact per B2B account.

How can I export the Pre-orders list from the Pre-orders module?

Pre-orders list can be exported to Excel by hovering over the Actions button. There will be few options available e.g "Export Pre-order list", "Export Pre-orders Details".

You can click on either of these options. For more information check out Exporting Sales Orders  as it follows the same process.

Do B2B orders update existing CRM records?

When an order is placed via the B2B, the customer has the ability to enter in their contact details on the Checkout page. If they change some of their existing details here such as the Company name, after the order is approved, Cin7 Omni will update the corresponding CRM record.

Hence, the CRM record would now be updated to the Company name specified in the order.

You could assign a secondary contact ​​​​​to that customer, if you know that they may be registered within your CRM with slightly different details than their primary contact. Do keep in mind however that with the secondary contact, you would still need to have a different email address to the primary contact in order for your customer to login to the B2B as that secondary contact.

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