what is the B2B Direct website dashboard?

Welcome to B2B Direct! 

Before we get started, let's talk about what is B2B Direct? B2B Direct is an all-in-one e-Commerce website tool built specifically with your customers in mind. Wholesale ✔ Retail ✔  Want a combination of both? We've got you covered!

Through the use of our knowledge-based articles, we'll go through all areas of the B2B Direct website at a high-level.

Let's start with the Dashboard. Aren't sure how to get to your dashboard? No worries! Head over to manage.repzio.com and log in with your login credentials. This takes you to what we call WebManager. In the upper right-hand corner, click the arrow in the dropdown menu and select B2B Direct.

If you utilize other ANDMORE products and services, you may easily access them from the dropdown menu as well.

Once you click on B2B Direct, you will be redirected to the Admin dashboard. You have arrived! And, just in time.

Think of the dashboard as your home screen of the B2B Direct Admin portal. From this screen, you can monitor the health of your website. Review statistics such as the total number of open orders, average days an order is open, average or total dollar amount of open orders, and more.

While on the dashboard, take note of any pending registrations you may need to process. Review approved and denied registrations or research your potential customers a bit further.

Let's dive into Site Registrations a bit more as this is where you may spend a bit of your time after your site is up and running. Registrations are located just below the stats section, see image below. There are a few important quick-action buttons you should take note of here: 1) Research, 3) Decline Request, and 4) Delete Request. We purposefully left out #2, but we will go over it shortly. Keep going...

Quick-Action Buttons

1. Research : Used to research the registrant, associate with an existing customer, or create a new customer account.
2. Rep #: While this is not an actionable button, you can click on the hyperlink and update the Rep # if necessary.
3. Decline Request : Used to automatically decline a registration. The registrant will receive the automated default decline email message.
4. Delete Request : Used on registrations not requiring a decline email (e.g. spam).

Ready to discover more about Site Users? We have a few knowledge-based articles that have your name written all over them. Take a look at our additional resources below. Don't worry, these links are setup to open in a new window, so you won't lose your place within this article. 

Now, let's approve a registration!

First, click on the Research icon (clock symbol) associated with a registration.  A research page will open for that registration. You can then review numerous areas or take appropriate actions necessary for the user.

New Customer Research

1. Create New Customer: If no existing customer is found in your RepZio Customer database, then click on "Create New Customer" to add this as a new account in RepZio. See "Create New Customer" below for more information.
   • Note: For some customers, this could either be the first or last step in the process.
     • If you know for sure there are no other existing accounts this one could be associated with, start here first.
     • If you aren't sure or you know there are other accounts that this new user can be associated with, then creating a new customer will be your last step.
2. Customer Details: Review customer details such as name, address, etc.
3. Google Map Tools: Utilize the Google map tools to zoom in on the exact location of your potential customer. The map tool can help you determine a variety of things such as: distance from other customers, complimentary brands near by, etc.
4. Social Media: Check out your registrants on social media platforms such as Google, LinkedIn, and Facebook.
5. Search Existing Customer: Manually search your RepZio Customer database for an existing company that this user may be associated. Associating a potential new user with an existing user is optional.
6. Associate Account: Click the Associate Account icon if the registration info in the search result matches an existing customer account in your RepZio customer database.

Create New Customer

Details on the Create New Customer screen will be pre-populated with the information your customer entered during the registration process.

This is a 3-step process that requires very little information from you and very little additional time to complete. 

Step 1 Step 1/3 is the only area where you will need to update information.

1. Sales Rep - Select a Sales Rep from the dropdown menu to be associated with the new customer. You can also notify the sales rep if you desire.
2. Payment Terms - Select payment terms for this customer. 
3. Price Level - Select a price level for this customer.

Options for these three areas are based on what you have set up in WebManager.

Once complete, click "Next Step".

Step 2 Review customer details

Once complete, click "Next Step".

Step 3 Review customer details

Once complete, click "Create New Customer".

That's it for Dashboard. Next up - Site Users.