Step 1: Navigate to the Sales CRM
Log into Luminous and click on Sales CRM in the left-hand menu.
Select a company or create a new company for the wholesale customer.
Step 2: Add a Contact
Under the selected company, add a contact by clicking the Add Contact button.
Fill out the contact details:
First Name and Last Name
Email Address (ensure it's unique)
Password: Set an initial password for the customer (e.g., Test1234). They can reset it later if needed.
Optionally, assign a Sales Rep to the contact.
Step 3: Assign the Contact to Multiple Companies (Optional)
If the contact should have access to multiple companies (e.g., a purchaser or sales rep managing several accounts):
Use the functionality in Luminous to attach the contact to additional companies.
For example, a regional manager could have access to Macy's, Target, Shields, and Home Depot under one login.
Ensure the contact’s access is correctly mapped to their assigned companies.
Step 4: Submit and Test the Login
Click Submit to finalize the contact setup.
Test the login credentials:
Use the provided email and password to log in to the B2B portal.
Step 5: Resetting Passwords (If Necessary)
If the contact forgets their password:
Go to the B2B portal login page and click Forgot Password.
Enter the email address, click Submit, and follow the instructions to reset the password.
Alternatively, as an admin, you can update the password directly in the contact's details in Luminous.
Step 6: Verify Multi-Account Setup (Optional)
For contacts assigned to multiple companies, log in to the B2B portal and check that all assigned companies appear in their dashboard.
The contact should be able to place orders for any of the listed companies.
This process ensures seamless access for your wholesale customers, making it easy for them to manage their accounts and orders through the B2B portal.