Giving a B2B customer access to your webshop is a quick process you handle directly from the customer card in Business Central. You set up the customer with a code and value, and the customer logs in with their email address. The first login uses the customer number as the temporary password, after which the customer is forced to choose their own password.
You do not need to create separate web user accounts. The access is controlled from the master data you already maintain on the customer card.
Giving a customer access to the B2B shop
To give a customer access to the shop, you start from the customer card. Open the card for the customer you want to grant access to, for example Bike Master in Chicago.
Before you set anything up, check two things on the card. First, the customer needs to have an email address registered. Second, they need to have a name. Both are required for the login to work.
Setting up the web access code and value
Once the basic information is in place, go to Master Data Information and Specifications on the customer card. Here you set up the code and the value that you selected earlier in the B2B setup card.
In this example, the code is set to show the customer on the web, with the value set to yes. With that saved, the customer is able to log on to your website.
How the customer logs in the first time
The first time the customer logs on, they use their email address together with their customer number as the password. After entering this, the system forces them to change the password. They confirm the old password and then enter a new one of their own choosing.
From that point on, the customer manages their own password and logs in with it going forward.
From the homepage of the shop, the customer clicks login, enters their email address and password, and on the first login completes the password change. After that, they are logged in as their own account, for example as Bike Master in Chicago.
Q&A
How do I give a B2B customer access to the webshop in Business Central?
Open the customer card, make sure the customer has an email address and a name, then go to Master Data Information and Specifications and set up the code and value you defined in the B2B setup card. For example, set the customer to show on the web with the value yes.
What does a customer use as their password the first time they log in?
The first time the customer logs on, they use their customer number as the password together with their email address. The system then forces them to change it to a password of their own.
What information does a customer need before they can log in to the shop?
The customer must have both an email address and a name registered on their customer card before they can log in.