WizShop Access Management

Table of Contents

Before You Begin

• Ensure you have Admin access to approve buyers and manage access.
• No access is granted to buyers until the website admin manually reviews and approves their registration.

A. Buyer Login & Approval

The Online Storefront (WizShop) handles two types of buyers , new buyers and existing customers accessing the website for the first time.

1. New Buyers

New buyers are retailers visiting your storefront for the first time. When they try to explore the Product Listing Page (PLP) or Product Detail Page (PDP), they are prompted to sign up before they can see product prices.

Signing Up

1. Click Sign Up on the login page.
   
   
2. A pop-up appears asking whether you are a New Customer or an Existing Customer.
   
   

New Customer

If you are a new customer, fill in the required fields and submit your request. The website admin reviews your details and approves your account before granting access.

1. Fill in the required details.
   1. Basic Details
      
      
   2. Billing Address
      
      
2. Click Submit Request.
   
   

The website admin is notified and manually reviews your details before approving your account. Once approved, you receive a confirmation and gain full access to the storefront.

Existing Customer

• If you are an existing customer accessing the website for the first time, select Existing Customer, fill in the required fields, and submit your request. The website admin verifies your details and approves your access.
  
  

• The website admin is notified and verifies your details before approving your account.

• Once approved, you receive a confirmation and gain full access to the storefront.

B. Customer Approval Workflow

When a customer registers through the Online Storefront (WizShop), they appear in the Leads table.

Approving New Leads (Buyers)

When a buyer submits a customer form, their information appears in the Customers tab under the Leads table.

Approving Leads from the Customer Tab

1. Go to the Customers tab and click Leads. 
   
   
2. You see a tabular view of all buyers who have submitted a form on your website. By default, the newest leads appear first.
3. Each lead is tagged with the customer type — either Existing Customer or New Customer.
4. To review a lead, click the buyer's name under Customer Name or click View in the Action column.

Existing Customer

If a lead is tagged as Existing Customer, it means the company already has access to the WizShop account. This request is for additional user access from the same organisation.

1. Verify the details.
2. Click Approve & Add User.
   
   
3. Select the existing customer account you want to map this buyer to.
   
   

Once done, the buyer's details are added as a new row under the Profile section of the selected customer account.

New Customer

If a lead is tagged as New Customer, it means the company does not yet have access to your WizShop account. This submission represents a new company requesting initial access and account setup.

1. Open the submitted form to review the details.
   
   
2. Verify the details and click Approve & Add User.
   
   

Once approved, a confirmation email is sent to the buyer notifying them that they have been granted access to the website.

C. Delete a Website User or Mark Them as Inactive

1. Go to the Customers tab and open the Website Users section.
2. Find the user whose access you want to revoke.
3. Click the three-dot menu in the Action column.
   
   
   
   
4. Select one of the following options:
   • Delete User: Permanently removes the user from the storefront. This action cannot be undone.
   • Mark as Inactive: Suspends the user's access without deleting their account. Their details and history are preserved, and access can be restored later.

D. How to Place Order in WizShop

Once approved, buyers receive an email confirming their access to the storefront along with instructions to set their account password.

Placing an Order (Buyer)

1. Log in to the storefront with your credentials.
2. Browse the catalog and add products to your cart.
3. Click the cart icon to review your selection.
   
   
4. Download the cart as a PDF if needed, or proceed directly to checkout.
   
   
5. Review the order details and place the order.

Approving Orders (Admin)

1. Go to the Sales tab in WizOrder and open the Orders tab.
2. Find the order with Pending Approval status under the Status column.
3. Click the Reference ID or the eye icon in the Action column to open the order.
   
   
4. Review the order details and click Approve. 
   
   
5. Add an email if you want to notify the customer, then click Approve.
   
   

Once approved, the order is processed for shipment and the buyer receives a confirmation email.

FAQs

1. What happens if a buyer submits a registration request but doesn't receive approval?

A. No access is granted until the website admin manually reviews and approves the registration. Check the Leads table in the Customers tab to find pending requests and approve them.

2. Can I restore access for a user I previously marked as Inactive?

A. Yes. Marking a user as Inactive only suspends their access — their details and history are preserved. Go to the Website Users section and reactivate the user at any time.

3. What is the difference between a New Customer lead and an Existing Customer lead?

A. An Existing Customer lead means the company already has a WizShop account and is requesting additional user access. A New Customer lead means the company does not yet have access and is requesting initial account setup.

Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.