Inviting user to use SmartOrder
DSD SmartOrder is a B2B ordering system used by your customers to place orders.
As it is a B2B system you can control which customers have access to the system.
- Customers need to be invited to use DSD SmartOrder
- They accept the invitation and set up a username / password
- They will then have access to the ordering portal
Inviting a Customer
We invite contacts from customers as each contact could have a different username and password. In the DSD Connect Portal select Data Maintenance / Customer.
- Select the Edit icon on the far right of the customer
- Select the Contacts tab. If the person you wish to invite is not listed you will need to Add them. The invitation is sent via email so you will need an email address for the contact
- Select the globe icon. This will send an invitation email to the contact
The user will receive an email like the following
When they click on the link a screen like the following will be displayed
When then Accept the Invitation they will be asked to select a username and password
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