VIDEO: Send Email Invite to Customer

Customers who haven’t setup their account shows an email button in which Supplier uses to send email invite to the Customers.

Step 1: Go to CUSTOMERS, then click on Manage Customers.

Step 2: Select the Customer, then click on its Send to Customer button.

Notification appears once email invite has been sent to the Customer’s Account Email.

Below is the Customer’s Account Email under Email column.

Step 3: Customer clicks on Accept and Set-up Account from OrderTron’s email invite.

Step 4: Customer completes the form taking note of the Username and Password for reference, then submits once done.

Customer Account has been set up.
Customer clicks on the Supplier Business Name to continue.

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