Managing Buyers for self-ordering
You can invite your customers to the Pepperi Storefront (Web and Mobile) for B2B self-service ordering from the Account List using the multi-selection option.
Please note that only Pepperi Admin users can invite buyers.
(For details on using the Account List View see: Accounts List View)
Select the Account(s) you wish to connect and from the Action menu -> Connect as Buyer (available for Admins only)
A list of contacts for any Accounts you selected will appear and Select the ones you wish to connect as Buyers.
(You must have contacts defined for Accounts in order to connect them as buyers. You can add them manually per each Account or see this article for more detailed information: How to Upload Contacts for Accounts in Bulk).
Click Connect as Buyer and you can then customize the welcome message and subject that is sent to invite the buyers to Pepperi for self-ordering.
You can customize the message using an HTML template to include any branding and text. For detailed instructions see: Customize Email Template
Their username and password will be added to the end of the message.
To deactivate multiple buyers (which removes their access for self-ordering) select Deactivate Buyer from the menu. Buyers may be reactivated at a later time.