How To Create A Customer Group For The B2B Portal

This article will cover how to create a group for a customer with multiple storefront locations, and would prefer to have a specific customer email associated with all three.   

Step 1: Go to the Customers tab from the lefthand menu.

 

Step 2: Use the search bar to find the customer, and then click on the first customer account to edit. 

Step 3: In the General Information tab, select Group, and then select the customer account you wish to be the primary for the group, noting that the locations are specified by the customer Code in parenthesis. Hit Save when finished to confirm the changes. 

Step 4: Next, go to the B2B Ecommerce Portal from the lefthand menu. In the General section, scroll down until you find the option to 'Require group customers to select a branch customer before checkout,' and make sure it's enabled.

Step 5: Go to the Enrolled Customers tab, and make sure the email shown is the user you wish to control the customers in the group. 

Step 6: In checkout, you will now see an option under Customer Details to select one of the customer locations previously added to their group.