B2B Order Notification

Depending on your Account Settings, when a customer orders from B2B an email notification will be sent to the assigned Team Member.

First, you must set the Team Member to receive B2B notification emails. To do so, navigate through Settings > Company Details > Team Members > Email Settings.

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Then, you can set Team Member to your B2B customers. Just go to Relationship > edit the B2B customer > Default Settings > Assigned To.

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To bulk assign Team Member into B2B customers, please refer to this article.

Furthermore, there are few things to take note in order to determine who gets the email notification.

  1. 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.
  2. However, 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 notification.
  3. If the B2B customer is not assigned to any Team Member, then everyone who is set to receive B2B notification emails will receive the notification.

If any of your Team Members did not receive the B2B notification email, please contact us.

 

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