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 web store visitors visit your web store for the first time and want to register as B2B customers, on the Login page in the Sana web store, 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 web store.

All other data, like currency, invoice discounts, tax information is copied from the customer template assigned to the country in SAP Business One. Therefore, you must set up the necessary countries and customers templates required for customer registration.

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

When a B2B customer registers online in the Sana web store, the customer (business partner) is created in SAP Business One 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.

Enable B2B Customer Registration

Step 1: In SAP Business One click: Web Store > Web Stores.

Step 2: In the Web Store field, select the necessary web store.

Step 3: On the General tab, enable the checkbox B2B Customer Registration.

Create Customer Templates

Use the Business Partner Master Data to create template customers. Template customers are customer records that should be predefined with data, like currency and tax information. This data will be automatically copied from the template customer associated with the country to the newly registered customer, guest customer, or prospect.

Assign a B2B Customer Template to the Countries

When a B2B customer registers in the Sana web store online, a customer selects the country she or he lives in. In SAP Business One you must set up those countries which must be shown in your web store and assign the necessary customer templates.

Step 1: In SAP Business One click: Web Store > Setup > Countries Visibility.

Step 2: In the Web Store Name field, select the necessary web store.

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

Step 4: In the B2B Template Customer column, assign the necessary customer template. If the B2B customer registration is disabled the web store settings, in the Web Stores window, the B2B Template Customer column is not editable.

For more information, see Countries.

Customer (Business Partner) Type

There are several business partner types in SAP Business One - Company, Private, Government and Employee.

When a customer registers in the Sana web store online, you can decide which type of a business partner should be created in SAP Business One. All B2B customers who register online in the Sana web store will be saved to SAP Business One with the selected customer type. Sana can create business partners of a Company or Private type.

To set up a customer registration type, in SAP Business One click: Web Store > Web Stores. In the Web Stores window, on the General tab, use the New B2B Customer Registration Type field.

If you create business partners of the Private type, then along with the business partner, the contact person will be created. If you create business partners of the Company type, then the contact person will not be created.

If you open the business partner master data in SAP Business One, on the General tab, in the Type of Business field, you can see whether a customer is of a Private or Company type.

On the Web Store tab, you can see the customer type. In the B2C customer field, 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)