iStockist makes it easy to approve new customers’ request to open trade accounts with suppliers.
New customers who would like a trade account with a supplier, can sign up via the supplier’s iStockist homepage and send a request. The supplier and his team get an email with the new customer’s details, and can decide whether to approve their trade account, and which group/product catalog to assign them to.
Approving a request
All new customers sending requests for trade accounts will be listed inside Public group > Customers > Inactive.
- Select Groups in the left side menu > select Public group > select Customers tab on top.
- Click on Show inactive customers on sidemenu > find the customer name > click on it.
- Click on the group name, which in this case will be set as Public > select which private group you want this customer to be part of.
- Click Update
- Your customer will receive an email to let him know you approved his trade account and can now place orders.