Giving a customer access to the webshop

What do you need to do?

To allow a customer to order online through the webshop, you need to set up three things. If you forget one, the customer cannot order (correctly). This article describes the complete flow from start to finish.

Step 1: Create a shop user

The customer needs a webshop account to log in. Create a shop user under the correct debtor.

Note: Always create the shop user under the debtor for which the customer will be ordering — not under a test debtor.

Tip: Use login tokens if a customer has multiple employees who need to be able to order. This way you don't need to create a separate account for each employee.

Detailed guide: Creating a shop user

Step 2: Set up list group and give access to assortments

The customer must have access to the correct assortments (list groups). Without list groups, the customer will not see any products on the webshop.

What is a list group?

A list group is a collection of one or more lists that appears as a button on the webshop. For example: a button "Roses" that only shows roses, or a button "Full assortment" that shows everything.

How do you create a list group?

1. Go to the "Sales" tile
2. Click on "List groups"
3. Click on "+New"
4. Give the list group a name (this becomes the button name on the webshop)
5. Click "Save"
6. Select the list group you just created
7. Click on "Lists"
8. Click on "+New"
9. Choose the list you want to add to this list group
10. Click "Apply"

Repeat steps 8-10 if you want to add multiple lists to the same list group.

More information about creating and filling lists: Creating order or purchase list

Step 3: Configure order days

Set on which days and times the customer may order. Without order days, the customer cannot use the webshop.

Detailed guide: Order Days

Checklist

• ☐ Shop user created under the correct debtor
• ☐ List group created and lists linked to it
• ☐ Order days configured

Customer still cannot order?

See the troubleshooting checklist in the guide: Order Days

Summary

To give a customer access to the webshop, follow three steps: first create a shop user under the correct debtor, then create a list group in the Sales tile and link the correct lists to it, and configure the order days on which the customer may order. If you forget one of these steps, the customer cannot order (correctly) through the webshop.