Sub-customers

Your customers can create sub-customers (or “sub-users”) through your B2B Wave eCommerce platform. To do so, your customers need to complete the following steps:

Step 1. Click the “My Account” menu and choose “Users,” as shown below. The “Users” page displays a list of all existing sub-users.

NOTE: Please contact our support team if you or your customers do not see this option.

Step 2. Click “Add user” to create a new user for their account.

Step 3. Fill out the “New User” form and click “Create User” to submit it.

Specifically, your customers will need to fill in the following fields:

Name	Enter the name of the customer (e.g., Wanda Maximoff). Remember that this field is mandatory
Can Confirm Order Without Approval	Check this option to allow the new user to complete all necessary steps to submit and confirm orders. By leaving it unchecked, the new user can save their orders, but only the parent customer can submit and confirm them
Can View Full History	Check this box to allow the new sub-customer to view their and their parent customer's order history. By leaving it unchecked, the new user can only view their own saved and submitted orders
Phone	Add the new user’s phone number
Company Name	Enter the sub-customer’s company name (e.g., Demo Coffee – Brooklyn). Remember that this field is mandatory
Address/Address Line 2	Insert the new user’s address details
City/Province/State/Country	Add the sub-customer’s city, province/state (if applicable), and country in the relevant fields
Postal Code	Enter the new user’s postal/zip code

Remember that you can see all new users created by your customers by clicking on the Customers menu on your Admin Dashboard.

Approving Sub-Customers Orders

If you want parent customers to approve orders by their sub-users, follow these steps:

Step 1. Go to Settings >Profile, and look for the “Application configuration” tab.

Step 2. Then, go to the “Customers” section, check “Allow customers to save orders for later (multiple unsubmitted orders), and click “Save.” Once your customers enable this option, sub-users can only save their orders and cannot proceed with submitting them.

In the example below, customer Demo Coffee - Brooklyn is a sub-user created by the parent company Demo Coffee and cannot place their orders. Instead, on the “Current Order” page, sub-customers can click “Save for Confirmation” and give a Purchase Order alias for their order.

Following this, parent customers will receive an email about the pending order. To confirm or edit it, they need to log in to their account and click “Unsubmitted Orders.”

On the “Unsubmitted Orders” page, parent customers can click “Review and Confirm” and edit and submit the relevant order.

Updating Privacy Settings for Sub-Customers

By default, sub-customers inherit their parents’ privacy options, and sub-customers’ privacy settings are added on top of these. However, you can set independent sub-customers’ privacy settings and assign them to different privacy groups than their parents. To do so:

Step 1. Go to Settings >Profile and look for the “Application configuration” tab. Then, under the “Customers” section, check the “Sub-customers’ privacy group settings override parent customer’s settings” option.

Step 2. Go to the Customers menu and select the relevant sub-customer.

Step 3. On the “Editing customer” page, type the name of the privacy group you wish to assign this customer in the “Privacy groups” field. By doing so, the specific customer will be able to view the products and product categories included in this privacy group.

NOTE: Need help configuring this option for your account? Don’t hesitate to contact our support team.