B2B - Organisation creation via Customer Registration
New Customer Registration Workflow
When the B2B module is installed, the default customer registration process is then replaced with a customer and organisation registration process. The first step will be for the customer to first look for their organisation (if it exists).
If the organisation does not exist, the organisation can be created by the customer registering. As the creator of the organisation, the customer will become the organisation admin.
Organisation Creation Process (via Customer Registration)
The customer registration process will start with finding your organisation.
If there are no organisations with that name, you can proceed to create one. After you select Find, choose Add New Organisation.
A new pop up will pop up will appear that will show fields required to create a new organisation.
This form will also contain organisation attributes. You will be able to add custom Organisation Attributes too. Once you save and continue, your organisation will require approval from the Marketplace Owner.
Once you continue, you will be able to fill in your personal information against this company.
Once you have registered, then you will receive an e-mail to confirm and create your customer account.
NOTE: You can log in, however until your organisation is approved, you cannot place an order under the organisation.
Joining an already existing/activated organisation as a new customer
As with the process above, the customer registration process will ask you to find your organisation first.
If your organisation is found, it will show you the result below:
Selecting the organisation will then take you to a prompt to request for access:
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