B2B customers

Shelf Reorder is a closed B2B area: only approved business customers see prices and can order. In the B2B customer management you approve accounts and assign them pricing groups.

The approval workflow

1. Customer registers in the app and submits a B2B request (company, contact, email).
2. Request appears as “Open” in your B2B customer list.
3. You approve and optionally assign a pricing group.
4. Customer now sees prices and can order.

Add customers directly too

You don’t have to wait for a request: via Add B2B customer you add an already registered app user directly as an approved customer - via live search by email.

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Approval status

Status	Sees prices?	Can order?	Meaning
Open	No	No	Registered but not yet approved
Approved	Yes (discounted)	Yes	Full access to the order area
Rejected	No	No	Request rejected - behaves like “Open”

A non-approved customer sees the note “Price after approval” in the frontend instead of prices and cannot order.

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Access & overview

1. Admin → Content → Shelf Reorder
2. Tap B2B customers (/admin/shelf-reorder/b2b-customers)

The overview shows KPI figures (Open / Approved / Rejected), filters by status and a live search by company, contact or email.

Filter	Sorting
All / Open / Approved / Rejected	Newest first, Company A–Z, Status

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Approve a customer

1. Open a customer from the list
2. Switch to the Approval area
3. Set the status to Approved
4. Optionally assign a pricing group
5. Save

Customer details

Field	Description
Company	Customer’s company name
Contact	Contact person
Email	Contact email
Registered on	Time of the request
Approved on	Time of approval
Processed by	Which admin approved/rejected
Pricing group	Assigned terms

Pricing group is optional

Without an assigned pricing group, the default group applies to the customer (if available) or the full net price. See Pricing groups.

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Add B2B customer directly

1. Tap Add B2B customer
2. Search by email for a registered app user (live search)
3. Select the match
4. Add company and optionally the contact person
5. Create as approved customer

Registered users only

Adding only works for users who already have an app account. If a user is already a B2B customer, the app points this out.

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Related topics

Pricing groups Grant terms and assign customers

Orders Manage orders from approved customers