To register as a new user in a B2B eStore, you have two main options: self-registration through the online store or manual registration via the MIS. Below are the detailed steps for each method.
Self-Registration Through the Online Store
If the option for self-registration is enabled (Settings Wheel → ePrint eStore → General → Registration Options), users can register themselves directly through the online store.
Here’s how:
- Navigate to the Online Store: The new store user will need to open their web browser and go to the URL of the B2B eStore.
- Click the “New User - Register” Link: On the store’s homepage, look for and click the “New User - Register” link.
- Enter Your Details: On the registration page, fill in the required fields:
- Name
- Address
- Phone number
- Email address
- Password
- Submit Your Registration: Once all details are filled in, submit the form to create an account.
Manual Registration via the MIS
If self-registration is not enabled, or if you prefer to manage user registrations manually, you can add new users through the MIS. Follow these steps:
Find the Customer:
- Go to the CRM module and find the customer to whom the B2B store belongs.
- Go to the CRM module and find the customer to whom the B2B store belongs.
Go to the “Contacts” Page:
- Navigate to the “Contacts” tab for the selected customer.
- Navigate to the “Contacts” tab for the selected customer.
Add or Select a Contact:
- To add a new contact, click the “Add New Contact” button.
- Alternatively, you can click on an existing contact to update their information.
Enter User Details:
- Ensure the contact has an email address entered in the “Email” field. This email will serve as their login username.
- Ensure the contact has an email address entered in the “Email” field. This email will serve as their login username.
Create eStore Login Details:
- Tick the checkbox for “Create eStore login details for this user.”
- Tick the checkbox for “Create eStore login details for this user.”
Set a Password:
- Enter a password in the password fields (e.g., “password123”).
- Enter a password in the password fields (e.g., “password123”).
(Optional) Email Login Info:
- If you want the system to email the login details to the user automatically, tick the checkbox for “Email login Info to the user.”
- If you want the system to email the login details to the user automatically, tick the checkbox for “Email login Info to the user.”
Save the Contact:
- Click the “Save” button at the bottom of the page.
- Click the “Save” button at the bottom of the page.
Sending Login Information
Automated Email:
- If you checked the “Email login Info to the user” checkbox, the system will automatically send an email with the login information.
- To customize this email, go to the settings wheel in the top-right corner, click “ePrint eStore,” select “Order Emails” from the left menu, and click “Customize Text.” Then, click the “New B2B Contact Registration” link to modify the template.
- If you checked the “Email login Info to the user” checkbox, the system will automatically send an email with the login information.
Manual Email:
- If you prefer to send the login details manually, you can email the user directly from your email program.
- Provide them with the B2B eStore’s URL (found on the customer’s CRM page under the “eStore” tab), their login username (their email address), and the password you set up for them.
- If you prefer to send the login details manually, you can email the user directly from your email program.
By following these steps, you can ensure that new users are successfully registered in your B2B eStore, allowing them to access and utilize the online store effectively.