Retail User Concepts

 

From an ordering perspective, retail (B2C) users can be considered users who are logged in with an account which is set to "RetailUser" status, and also users who are not logged in at all.

Either of these types of users are notably different from B2B users, who are users logged in with an account which is set to "User" status. For details about the difference between B2B and B2C users, see this article.

Users logged in to the website with a "RetailUser" enabled account

This describes a user who has an account on the website, with an Access Level of RetailUser. This user:

  • Has access to My Account. However, RetailUser My Account pages display only web-centric information like Recent Web Orders and Favorites. RetailUsers DO NOT have access to P21 information such as Company Orders, Invoices, Statements, and Backorder reports.
  • Must pay with a Credit Card for each order.
  • Must enter a manual shipping address for each order.

This user will see pricing based on the website's Default Customer Code, the website's Default Location Code*, and Item ID.

Orders placed by this user will import to your ERP system with the website's Default Customer Code and Default Contact ID (if applicable), along with the Default Ship To ID for that Default Customer ID.

Changing the Default Customer Code for a particular RetailUser account *is not* supported. It should be left as the website's Default Customer Code value.

Users who are not logged in

Your site can be configured to prevent anonymous users from checking out if they already have an account attached to their email address.  Reach out to us if you would like to turn this option on.

Also referred to as a "guest" or "anonymous" user, this describes a user who visits the website, but IS NOT logged in to the system. This user:

  • Has no assigned User Profile parameters, because they do not have a User Profile.
  • Has no access to My Account.
  • Must pay with a Credit Card for each order.
  • Must enter a manual shipping address for each order.

If your website has enabled pricing for anonymous users, this user will see pricing based on your website's Default Customer Code, your website's Default Location Code*, and Item ID.

The rule on the website is: if a user can see a price for an item, that user can add that item to their shopping cart. However, in the case of this user, an additional setting must be enabled in order to allow the shopping cart to be processed.

If your website has enabled checkout for guest users, this user will be able to process their shopping cart (after manually entering a shipping address, and paying via Credit Card).

Orders placed by this user will import to your ERP system with your website's Default Customer ID, Default Contact ID (if applicable), and the Default Ship To ID for the website's Default Customer ID.

If your website uses the "Ship From Location" module, all logged-in users, including RetailUser accounts, can update their account's Default Location using the "Manage Ship From Location" tool. Anonymous users will be prompted to select their location (based on a Zip Code search) when they view a Search Result or Category.