Buyer management

To go to the section, click on the Buyers button in the administrative panel.

A table will open with the most important customer information.

If you are interested in a specific buyer, you can use the search.

In cases where you want to display only existing or only deleted customers, apply a filter.

There is also the possibility of deleting, restoring and deleting without the possibility of restoring one or more buyers. To do this, select buyers using checkboxes, and then select an action from the bulk operations panel.

Delete — customers will be deleted, but you can restore them. You can show deleted profiles in the table using the Show all filter, including deleted ones.

Restore — deleted customers will be restored.

Permanently delete  — deletion without the possibility of recovery.

The Buyer column displays the name of the buyer, it can be either a company or an individual.

Next are the columns related to synchronization with ERP-systems.

Synchronized — if the buyer is synchronized, the con will be displayed, if not synchronized, theicon will be displayed.

Synchronization needed — if synchronization is not required, theicon will be displayed, if synchronization is required, theicon will be displayed.

Synchronization date — this field displays the date of the last synchronization if the integration is connected.

May make orders — by default, all customers can place orders, but the platform administrator can manually restrict this ability. To prohibit or allow the buyer to order goods, go to the buyer's card by clicking on his name, and then uncheck or select the checkbox.

If the checkbox May make orders is cleared, the buyer will have access to all actions on the site, including adding goods to the cart, except for placing orders.

Buyer setup

In the buyer's card, you can view information and make any changes.

Synchronization required — if the buyer needs to synchronize, the checkbox will be set.

Company — if the buyer is a legal entity, the field will display the name of the company.

Edit company — when you click on the button, a window for changing the buyer's company will open. If the buyer is an individual, the button will be absent.

May make orders — turn the ability to place orders on or off.

Buyer groups — you can add a buyer to one or more user groups.

Loyalty bonus program — the total amount for which customers must place orders in order to get into the first step of the loyalty program.

Delivery days — use the checkboxes to select the days on which the goods will be delivered.

Online — the checkbox is automatically checked when the buyer is on the site.

Date of last activity on the site — the field displays the date and time of the last visit to the site.

Buyer hidden categories — select which categories on the site will be hidden from the buyer.

Synchronization date — date and time of the last synchronization with the EPR system.

Synchronized — by analogy with the buyers table, it shows whether the product has been synchronized or not.

Individuals — If the buyer is an individual, this field will contain the buyer's profile.

Agreement — this section contains buyer's contracts concluded with suppliers. You can also create a new contract using the Add another agreement button.

Debt — debts of the buyer to suppliers under each contract. In separate fields, the amount of the debt and the amount that has already been paid on account of the debt are indicated. Read more about financial accounting in this article.

Company site — the address of the website of the buyer.

Phone — the customer's current phone number.

Country — the state in the legal field of which the buyer operates.

HeadQuarter city — is the city where the main office of the company is located.

Delivery method — in the drop-down menu, select how the buyer will receive his goods: courier delivery or pickupone of the delivery methods introduced on the platform. In addition, you can create a new method using the «+» button.

Cities — additional cities in which the buyer is present.

Managers — one or more buyer managers will be displayed in the field.

Order Managers —

New orders Information — when the checkbox is checked, notifications about new orders will be sent to the buyer's e-mail.

Information on changes in orders — when the checkbox is checked, notifications about changing orders will be sent to the buyer's e-mail.

Information on order status changes — when the checkbox is checked, notifications about changes in order statuses will be sent to the buyer's e-mail.

If you have made any changes, click the Save button for them to take effect.