You can view, add and update information about your B2B Trade Store customers directly on your Stock2Shop console. If you need to add additional (custom) information, this can be achieved by adding customer attributes.
Depending on which ERP / accounting system (source) you are using, we may be able to sync your wholesale customer data to the Stock2Shop console automatically, in which case all customer information would be managed directly on your source. The below guide refers to instances where your source doesn’t have this option and you are required to manage your B2B Trade Store customers directly on the Stock2Shop console.
In the below documentation we will be covering:
Once you have B2B Trade Store customers in Stock2Shop, there are a few ways in which you can view, search and filter for customers.
To view a list of your customers:
To search for a specific customer:
To filter for customers by channel:
To add a customer manually via your Stock2Shop console:
After you have added customers to Stock2Shop, you can enrich them by adding additional attributes that may be necessary to your integration:
To add a segment to a customer that limits which products they are able to view on the B2B Trade Store:
To understand the concept of segments, read here.
After you have added a customer, you can edit them to update any “General”, “Attribute” and “Segment” information.
To edit a single customer:
To bulk edit multiple customers:
You can export your customers to a CSV file where you will be able to work with the data outside of Stock2Shop.
Note, you can use the CSV export format to import customers back into Stock2Shop.
You can bulk import customers to your Stock2Shop console.
Preparing the customer data for import:
Importing the customer data:
By default, only the following customer fields can be imported in bulk:
source_customer_code first_name last_name email accepts_marketing note send_email_invite password password_confirmation address1.address1 address1.address2 address1.city address1.company address1.first_name address1.last_name address1.phone address1.province address1.country address1.zip address1.country_code address1.province_code
You can log into a customer’s B2B Trade Store on their behalf and place orders for them:
You are now logged into your client’s B2B Trade Store and have assumed their identity.
We would love to take you through a no-obligation demonstration of how Stock2Shop passes data between systems. Fill out the form below, and a salesperson will be in touch to arrange a conference call, or to simply contact us for more information.