Customers

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:

• View a customer
• Add a customer
• Add customer attributes
• Add a segment
• Edit a customer
• Export customers
• Import customers
• Agent B2B login

View a customer

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:

1. On your Stock2Shop console, navigate to Customers > View.
2. Click Filters > Channel, and select your B2B Trade Store.
3. You can sort your customers by date created or modified.
4. You can set the number of customers that display per page to 10, 20 or 50.

To search for a specific customer:

1. On your Stock2Shop console, navigate to Customers > View.
2. Input the ID, channel code, source code (or company), customer (or trade username) to the search bar.
3. Click Search, and the most relevant results will be returned.

To filter for customers by channel:

1. On your Stock2Shop console, navigate to Customers > View.
2. Click Filters > Channel, and select your B2B Trade Store.

Add a customer

To add a customer manually via your Stock2Shop console:

1. On your Stock2Shop console, navigate to Customers > Add.
2. Select the relevant channel from the dropdown (i.e. B2B Trade Store).
3. Select your primary source from the dropdown (i.e. you ERP / accounting system).
4. Fill out the following sections:
   • Source customer code (the customer’s account code on your source)
   • Price tier (the price list applicable to the customer)
   • Warehouse, or leave as default (the warehouse applicable to the customer)
   • Customer first name
   • Customer last name
   • Customer email
   • Select whether the client should receive an email invite
   • Add a password and password confirmation
5. Click Save.

Add customer attributes

After you have added customers to Stock2Shop, you can enrich them by adding additional attributes that may be necessary to your integration:

1. On your Stock2Shop console, navigate to Customers > View.
2. Search for the customer that requires additional attributes.
3. Click on the three vertical dots and click Customer.
4. Click on the Attributes tab.
5. Under Add Custom Attribute, define the attribute key (the name of the attribute).
6. Add the value of the attribute.
7. Click Add.

Add a segment

To add a segment to a customer that limits which products they are able to view on the B2B Trade Store:

1. On your Stock2Shop console, navigate to Customers > View.
2. Search for the customer that requires additional attributes.
3. Click on the three vertical dots and click Customer.
4. Click on the Segments tab.
5. Add a segment type of “Products”.
6. Select the field to which the segment should be applied.
7. Set the operator to either:
   • Equal
   • Greater Than
   • Less Than
8. Click Save.

To understand the concept of segments, read here.

Edit a customer

After you have added a customer, you can edit them to update any “General”, “Attribute” and “Segment” information.

To edit a single customer:

1. On your Stock2Shop console, navigate to Customers > View.
2. Search for the customer you would like to edit.
3. Click on the three vertical dots and click Customer.
4. Modify the customer details.
5. Click Save.

To bulk edit multiple customers:

1. Export your customer data from Stock2Shop.
2. Edit the customer data in any spreadsheet tool (e.g. Excel or Google Sheets).
3. Download this sheet from your spreadsheet tool as a CSV file.
4. Import the customer CSV file into Stock2Shop.

Export customers

You can export your customers to a CSV file where you will be able to work with the data outside of Stock2Shop.

1. On your Stock2Shop console, navigate to Customers > Export.
2. Select the B2B Trade Store from the dropdown of channels.
3. Click Export Customers.

Note, you can use the CSV export format to import customers back into Stock2Shop.

Import customers

You can bulk import customers to your Stock2Shop console.

Preparing the customer data for import:

1. On your Stock2Shop console, navigate to Customers > Import.
2. Download the example “Customer CSV” file.
3. Open the file in a spreadsheet application (e.g. Excel or Google Sheets).
4. Populate the necessary columns and download sheet from your spreadsheet tool as a CSV file.

Importing the customer data:

1. On your Stock2Shop console, navigate to Customers > Import.
2. Select the source you will be importing against.
3. Select the channel you will be importing against.
4. Ensure “Ignore new customers” is deselected (if creating new customers).
5. Click Browse and select the CSV file you would like to import.
6. Click Import.

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

Agent B2B login

You can log into a customer’s B2B Trade Store on their behalf and place orders for them:

1. On your Stock2Shop console, navigate to Customers > View.
2. Search for the relevant customer.
3. Click on the three vertical dots and click B2B Login.
4. An Agent login window will appear.
5. Click Login.

You are now logged into your client’s B2B Trade Store and have assumed their identity.