Using the dealer dashboard instead? The same page sits under B2B & Fleet Dashboard as B2B Customers.
Add a customer
When: A dealer needs an account for your customer storefront.1
Open the customer creation page
From Customers, select Add Customer.
2
Enter the business details
Complete Customer Name, Emails, and Phone Number. Website is optional.
3
Choose the pricing matrix
Select the customer’s Tire Price Group. This field appears only for supported accounts.
4
Set any brand exclusions
In Brand Exclusions, select the brands to hide from this customer’s search results.
5
Submit the business details
Select Next.
6
Add the first service location
Complete Location Name, Emails, and Phone Number. Select the address in Business Location Search, Powered by Google.
7
Save the location
Select Add Location. The location form closes.
8
Add any other locations
To add another location, select Add New Location. The form opens again for the next location.
9
Continue to the invitation
Select Next.
10
Invite the account owner
Enter the owner’s Email.
11
Send the invitation
Select Send Invitation.
The portal confirms the new customer and sends the owner an invitation email. The customer appears in Customers, showing its name under Dealer and its location count.
Change customer details
When: A dealer changes its contact information, pricing matrix, or allowed brands.1
Open the customer
From Customers, select the dealer’s record.
2
Open the edit dialog
On the customer card, select Edit.
3
Update the details
Change Customer Name, Website, Emails, or Phone Number as needed.
4
Update pricing or brands
Change Tire Price Group or Brands under Brand Exclusions as needed.
5
Save the customer
Select Update.
Reopen the customer. The customer card shows the saved contact, pricing, and brand settings.
Control portal and ordering access
When: A customer needs access to the storefront or permission to place orders. The two access switches sit at the top of the customer page. An account can show one switch, both switches, or neither. If a switch you need is missing, contact support.1
Open the customer
From Customers, select the dealer’s record.
2
Turn on portal access
If the customer page shows Ordering Portal Access, turn it on.
3
Turn on ordering
If the customer page shows Can Order, turn it on so the customer can submit orders.
Each switch shown on the customer page matches the access you want for this customer.
Add a service location
When: A customer needs another shop or ship-to location.1
Open the customer
From Customers, select the dealer’s record.
2
Start a location
In Service Locations, select Add Location.
3
Enter the location details
In the Create Service Location dialog, complete Location Name, Emails, and Phone Number. Select the address in Business Location Search, Powered by Google.
4
Save the location
Select Add Location at the bottom of the dialog.
The location appears in Service Locations. Number of Locations also includes it in the customer list.
Invite another user
When: Another employee at the customer needs their own portal sign-in.1
Open the customer
From Customers, select the dealer’s record.
2
Start an invitation
In Users, select Invite User.
3
Enter the user's email
In the Invite your customer to login dialog, enter the user’s Email.
4
Send the invitation
Select Send Invitation.
The portal confirms Invitation has been sent successfully. Reload the customer page. A pending-invitation alert shows at the top until the user accepts the invitation.
Where to go next
Overview
See how the wholesaler portal and customer storefront fit together.
Managing pricing
Use pricing matrices to set customer prices.