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The Buyers & Contacts Section

Use the Buyers and Contacts section to add authorized buyers and key contacts.

Buyers and Contacts can be found in the fifth section of the Customer Details page.

The Buyers Tab

The Buyers Tab shows a list of emails and domains authorized to send emails for this trading partner.

Adding a New Buyer

To add a new buyer, follow these steps:

  1. Scroll to the bottom of the Customer Details page. The Buyers section should display. If not, click the Buyers tab.

  2. Click the Add + icon to add a new buyer. A new line displays in the table.

  3. In the designated spaces of the new line, enter the Last name, First Name, the default Email Address, and Buyer Identifier.

    • If there are multiple buyers, add only the domain name (@domainexample) in the Buyer Identifier field.

    • The Buyer’s email domain needs to be maintained regardless of how many buyers there are.

  4. Click the Checkmark icon to save the new buyer.

Warning: Use domains instead of complete emails when possible, as this might cause routing issues.

Editing a Buyer Entry

To edit a Buyer, follow these steps:

  1. Select an individual buyer from the list.

  2. Click the Edit Pencil icon to the left of the buyer’s listing.

  3. Make changes to the entry. 

  4. Click the Checkmark icon to save the changes.

Removing a Buyer Entry

To remove a Buyer, follow these steps:

  1. Select an individual buyer from the list.

  2. Click the Garbage Can icon to the left of the buyer’s listing. You are asked if you are sure you want delete the row.

  3. Click the Checkmark icon to save the changes.

The Contacts Tab

The Contacts Tab shows a list of key implementation contacts for this trading partner.

Adding a Contact Entry

To add a new contact, follow these steps:

  1. Click the Add (+) icon to add a new row.

  2. Enter the appropriate information under each column.

  3. Click the Checkmark icon to save the changes.

Editing a Contact Entry

To edit a contact, follow these steps:

  1. Select an individual contact from the list.

  2. Click the Edit Pencil icon to the left of the contact’s listing.

  3. Make changes to the entry.

  4. Click the Checkmark icon to save the changes.

Removing a Contact Entry

To remove a Buyer, follow these steps:

  1. Select an individual buyer from the list.

  2. Click the Garbage Can icon to the left of the buyer’s listing. You are asked if you are sure you want delete the row.

  3. Click the Checkmark icon to save the changes.