Depending on your Account Settings, when a customer orders from a B2B store, an Order Notification email (refer below) will be sent to the assigned Team Member.
First, you must set your preferences for the Team Member to receive B2B notification emails.
To do so, click on the Settings tab > Company Details > Team Members > 'Email Settings'.
Check the 'B2B eCommerce Emails' option and click 'Save'.
Then, you can assign Team Member(s) to your B2B customers. Simply go to the Relationships tab and select the customer you wish to 'Edit'.
Scroll down to the Default Settings and choose your team member from the 'Assigned To' drop-down.
Things to take note 📝
in order to determine who gets the email notification, bear in mind the following:
- If the Team Member is set to receive B2B notification emails and is assigned for that B2B customer, then an email notification will be sent to that Team Member only.
- If the Team Member is not set to receive B2B notification emails, then everyone who is set to receive B2B notification emails will receive the email notification.
- If the B2B customer is not assigned to any Team Member, then everyone who is set to receive B2B notification emails will receive the email notification.
If any of your Team Members did not receive the B2B notification email aside from the known use cases as above, please contact us.
Do you need to bulk assign Team Members into your B2B customers? Read this article.