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> New Accounts, Wholesale Identification
smmjones
post Sep 4 2008, 05:42 PM
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I have wholesale prices and customers on our website. I have setup a "Wholesale" Customer Group so they can see the wholesale pricing. We inform the customers to login to see the wholesale pricing. The issue is trying to figure out when a new customer creates an account. On the new-account page we ask the customer to enter their tax id (resellers #) on the same field as the company name. (It would be nice if there was a separate field for this). We do not know when a customer creates an account, nor do we know if it is a wholesale customer. We have to check all of the accounts each day and see if there are any new ones with a resellers number. I know we can ask them to send us an email, but I would think the system could notify us automatically (send us an email without the customer having to do it). I would appreciate any suggestions on how to properly do this.

The owner is even willing to allow the customer to sign up automatically for a wholesale account because it is such a pain to see who needs it.

I appreciate any ideas!
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Goomba
post Sep 4 2008, 10:12 PM
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QUOTE (smmjones @ Sep 4 2008, 05:42 PM) *
I have wholesale prices and customers on our website. I have setup a "Wholesale" Customer Group so they can see the wholesale pricing. We inform the customers to login to see the wholesale pricing. The issue is trying to figure out when a new customer creates an account. On the new-account page we ask the customer to enter their tax id (resellers #) on the same field as the company name. (It would be nice if there was a separate field for this). We do not know when a customer creates an account, nor do we know if it is a wholesale customer. We have to check all of the accounts each day and see if there are any new ones with a resellers number. I know we can ask them to send us an email, but I would think the system could notify us automatically (send us an email without the customer having to do it). I would appreciate any suggestions on how to properly do this.

The owner is even willing to allow the customer to sign up automatically for a wholesale account because it is such a pain to see who needs it.

I appreciate any ideas!


There isn't a way to do this automatically in the shopping cart. You can use the Feedback link in your admin panel to put in a feature request for it though.
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smmjones
post Sep 4 2008, 11:22 PM
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QUOTE (Goomba @ Sep 4 2008, 08:12 PM) *
There isn't a way to do this automatically in the shopping cart. You can use the Feedback link in your admin panel to put in a feature request for it though.


There is no way of being notified when a wholesale user has set up an account? And a user can not automatically joing a Customer Group. Does it make sense that you would have to go through each of the accounts to see who is new?

Has anyone come up with work arounds for this?
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barb
post Sep 5 2008, 02:14 AM
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QUOTE (smmjones @ Sep 5 2008, 12:22 AM) *
There is no way of being notified when a wholesale user has set up an account? And a user can not automatically joing a Customer Group. Does it make sense that you would have to go through each of the accounts to see who is new?

Has anyone come up with work arounds for this?



We are also struggling with the retail/wholesale situation. What I finally ended up doing was create a page for "Wholesale" which includes a short form asking for their Resale Certificate #, etc. We ask them to 1) register as a customer 2) complete the wholesale registration form 3) fax or email their resale cert. Then when I receive the email from the wholesale registration form, I can login and activate their group status to wholesale so they get the discount. We just went live a few days ago but so far it has worked out okay.
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smmjones
post Sep 5 2008, 03:16 PM
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QUOTE (barb @ Sep 5 2008, 12:14 AM) *
We are also struggling with the retail/wholesale situation. What I finally ended up doing was create a page for "Wholesale" which includes a short form asking for their Resale Certificate #, etc. We ask them to 1) register as a customer 2) complete the wholesale registration form 3) fax or email their resale cert. Then when I receive the email from the wholesale registration form, I can login and activate their group status to wholesale so they get the discount. We just went live a few days ago but so far it has worked out okay.


Thanks for the information. Was the form created using the "Custom Pages" within the MCP? I would appreciate more information on the form.
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barb
post Sep 5 2008, 07:48 PM
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Yes. I used the built-in form designer to create the form. Then created a new page under custom pages and added the form to the custom page. Just FYI, when you are creating a custom page there is a box on the top right of the page content area. Use this to insert the form where you want it.
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smmjones
post Sep 8 2008, 08:15 PM
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QUOTE (Goomba @ Sep 4 2008, 08:12 PM) *
There isn't a way to do this automatically in the shopping cart. You can use the Feedback link in your admin panel to put in a feature request for it though.


I created a Wholesale Form and added it to my Wholesalelogin Custom Page. I am able to preview my Wholesale Form through the web panel. When I insert the form into my page I just see

<ns:Form id="2" />

where the form should go. What am I doing wrong?
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barb
post Sep 9 2008, 05:46 AM
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QUOTE (smmjones @ Sep 8 2008, 09:15 PM) *
I created a Wholesale Form and added it to my Wholesalelogin Custom Page. I am able to preview my Wholesale Form through the web panel. When I insert the form into my page I just see

<ns:Form id="2" />

where the form should go. What am I doing wrong?



When you are looking at the code for the page content of your custom page you won't see the actual form but will see the code below where you inserted the form...be sure that you also have the closing form tag.

<ns:form id="2"></ns:form>

The form shows when you view the custom page in your browser http://..../wholesale.aspx
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smmjones
post Sep 9 2008, 09:39 AM
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QUOTE (barb @ Sep 9 2008, 03:46 AM) *
When you are looking at the code for the page content of your custom page you won't see the actual form but will see the code below where you inserted the form...be sure that you also have the closing form tag.

<ns:form id="2"></ns:form>

The form shows when you view the custom page in your browser http://..../wholesale.aspx


Thanks for the reply. I entered the </ns:form> but now I am seeing <ns:form id="2"></ns:form> when viewing the custom page in my browser http://tucsonbead.com/wholesalelogin.aspx.
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smmjones
post Sep 9 2008, 10:13 AM
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QUOTE (smmjones @ Sep 9 2008, 07:39 AM) *
Thanks for the reply. I entered the </ns:form> but now I am seeing <ns:form id="2"></ns:form> when viewing the custom page in my browser http://tucsonbead.com/wholesalelogin.aspx.


I ended up calling the E-Commerce Support to get this resolved. I had to go into the "View Edit Source" and paste the code for the custom form into the proper area of the source code. The helpful tech was not sure if this was an issue with just my page or what.

I hope this helps someone else!
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