B2B Customer Registration

In recent years, those in B2B businesses have become increasingly interested in digital transformation. More and more businesses are switching to online sales instead of or in addition to in-person sales. This has been influenced by various factors, such as the digitalization of society and COVID-19. To increase sales and improve the customer experience, we offer the online customer registration for B2B customers. Moreover, if you serve both B2C and B2B customers, you may need to request different information about B2C and B2B customers during registration.

Sana Commerce Cloud provides two ways to register B2B customers:

• New B2B customers can register in the Sana webstore online on their own.

• A webstore administrator can create shop accounts in Sana Admin for those B2B customers that already exist in the ERP system.

If webstore visitors visit your webstore for the first time and want to register as B2B customers, on the Login page in the Sana webstore, they must select the Business customer type. The choice between Consumer and Business is only available if you have both B2C and B2B registrations enabled.

On the Login page, a customer can enter an e-mail address. This field is not required. If a customer enters an e-mail address, it will be automatically filled in on the Creating a new business account page.

Then, on the Creating a new business account page, a business customer can register online by specifying personal data, like name, address, e-mail and password that will be used to log in to the webstore.

All other data, like currency and taxes, is copied from the customer template associated with the country to the newly registered customer. Therefore, customer templates must be created and assigned to each country available in your webshop for customer registration.

After B2B customers successfully register in the Sana webstore, they will see a B2B registration success page.

When a B2B customer registers in the Sana webshop online, the customer is created in Microsoft Dynamics GP based on the customer template associated with the country in ERP and data entered by the customer during registration. After registration the shop account is automatically created in Sana Admin.

In case existing customers edit their profile in the webstore and change country, customer data in Microsoft Dynamics GP will be changed based on data of the customer template assigned to that country. Customers might want to change the country in the webstore in case customers or their business relocates to another country.

In addition, if you use extended pricing in Microsoft Dynamics GP, the price sheet assigned to the template customer linked to the country will be also used.

Enable B2B Customer Registration

Step 1: In Microsoft Dynamics GP click: Sana Commerce > Webshop Maintenance.

Step 2: In the Webshop ID field, select your webshop. If you have multiple webshops, you can enable B2B customer registration per each webshop separately.

Step 3: Select the Enable B2B Customer Template checkbox.

Create Customer Templates

The customer template which is assigned to the country can be created in the Customer Maintenance window.

Template customers should be predefined with data, like currency and tax schedule, if customers who register online should be liable to taxes, that will be copied to the newly registered customers.

If the price sheet or price book is assigned to the customer template then this price sheet or price book will be used for all newly registered customers.

Assign a B2B Customer Template to the Countries

When a B2B customer registers in the Sana webshop online, a customer selects the country she or he lives in. In Microsoft Dynamics GP you must set up those countries which must be shown in your webshop and assign the necessary customer templates.

Step 1: In Microsoft Dynamics GP click: Sana Commerce > Country Setup.

Step 2: In the Webshop ID field, select the necessary webshop.

Step 3: Enable the Visible checkbox for those countries which must be shown in the Sana webshop.

Step 4: In the B2B Customer Template column, assign the necessary customer template. If the B2B customer registration is disabled in the Webshop Maintenance window, the B2B Customer Template column is not editable.

For more information, see Countries.

Customer Type

When a customer registers online in the webshop, a customer record will be automatically created in Microsoft Dynamics GP.

If you open the customer master data in Microsoft Dynamics GP, and at the top of the Customer Maintenance window click: Additional > Sana Commerce, you can check the customer type. Using the B2C customer option, you can see whether the customer is B2C or B2B.

Related Articles

Sana: B2B Customer Registration
B2B Registration (system page)
B2B Registration Success (system page)