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Managing Online Storefront (WizShop) Access

A. Buyer Login & Approval

The Online Storefront (WizShop) handles two types of buyers (i.e., your customers): first-time visitors and existing customers accessing the website for the first time.

Note: The level of information visible to new users before login is fully customizable and depends on what you choose to share publicly.

1. New Buyers:

New buyers are retailers visiting your storefront for the first time. Until they log in, they may not be able to see your products or pricing.

And unless they log in to your website, they will not be able to see your product and/or see your price list. The ability for new users to view your products and prices is fully customizable and depends on how much information you want to share.

Signing Up:

  1. For new users, whenever they try to explore your Product listing page (PLP) or Product details page (PDP), they’re prompted to sign up before they can see the product price.

wizshop hub1 wiz hub 2

  • Click Sign Up on the login pagewiz shop hub 3

  • A pop-up appears asking whether you are a New customer or an Existing customerwizshop hub 4

New customer

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

  1. Fill in the required details and click Submit requestwiz shop hub 6
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  • The website admin is notified and manually reviews your details before approving your account

  • Once approved, you receive 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 will verify your details and approve your access.wizshop9

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

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

Note: No access is granted until the website admin manually reviews and approves your registration.

B. Placing an Order Using the Online Storefront (WizShop)

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

Placing an Order (Buyer)

  • Log in to the storefront with your credentials

  • Browse the catalog and add products to your cart

  • Click the cart icon to review your selection

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  • Download the cart as a PDF if needed, or proceed directly to checkoutwizshop buy 2

  • Review the order details and place the order

Note: Orders placed through the Online Storefront require admin approval before they are processed for shipment.

Approving Orders (Admin)

  • Go to the Sales tab in the Sales Rep App (WizOrder) and open the Orders tab.

  • Find the order with the Pending Approval status under the Status column.

  • Click the Reference ID or the eye icon in the Action column to open the order. wizshop buy 3

  • Review the order details and click Approvewizshop buy 4wizshop buy 5

 
 

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

C. Customer Approval Workflow

When a customer registers through the Online Storefront (WizShop), they are visible in the lead table.

Approving New Leads (Buyers)

Whenever a buyer submits a customer form, their information will appear in the Customers tab under the Leads table.

Approving leads from the Customer tab:wizshop buy 13

  • Go to the Customers tab and click Leads. You will see a tabular view of all buyers who have submitted a form on your website. By default, the newest leads appear first. 

  • Each lead is tagged with the customer type as either Existing Customer or New Customer.

  • 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 Online Sotrefront (WizShop) account. This request is for additional user access from the same organization. Verify the details and click Approve & Add User.

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  • Select the existing customer account you want to map this buyer to.wizshop buy 14

 

  • Once done, the buyer's details are added as a new row under the Profile section of the selected customer account. wizshop buy 9

New Customer:

  • If a lead is tagged as New Customer, it means the company does not yet have access to your Online Storefront (WizShop) account. This submission represents a new company requesting initial access and account setup. Open the submitted form to review the details and proceed with onboarding.wizshop buy 10

     

 

  • Verify the details and click Approve & Add User.wizshop buy 11

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

Note: The approval workflow ensures only legitimate wholesale buyers gain access, customer records are properly linked, and the right price list and payment terms are assigned before the customer starts ordering.

D. Revoke or Remove Website User Access

From the Customers tab, go to the Website Users section. Find the user whose access you want to revoke, click the three-dot menu in the Action column, and select either: wizshop buy 12

  1. Delete User: Permanently removes the user from the storefront. This action cannot be undone.

  2. Mark as Inactive: Suspends the user's access without deleting their account. Their details and history are preserved, and access can be restored later