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Waiting for Approval

Customer Approval​

Short Description​

In the serB2B system, you can approve your customers to allow them to make purchases on your site, review their detailed information, or delete them directly without granting login access.

1. Customers Pending Confirmation​

To approve customers who wish to make purchases or apply for dealership via your site, or to view customers pending approval, go to the Customers > Customers Pending Confirmation section from your admin panel.

tip

The number above the Customers section in the menu bar of your admin panel indicates the customers awaiting approval.

info

For detailed information about the action bar located above the customer list table, refer to the Action Bar guide.

Action Bar Guide

2. Viewing Customer Details​

To view detailed information about a customer awaiting approval, click the Details button at the end of the customer's row.

Customer Detail:

3. Approving a Customer​

To approve a customer for making purchases or applying for dealership on your site, go to the Customers > Pending Approvals section, open the customer’s details, and follow these steps:

  1. Check the Customer can Log In box.
  2. Click Save.

4. Deleting a Customer​

To delete a customer awaiting approval from the system, click the button in the top-right corner to complete the deletion process.

warning

Warning: When you click the Delete button in the customer details and confirm the action, the customer’s record will be permanently deleted from the database and cannot be recovered.

Frequently Asked Questions (FAQ)​

  • Can I allow customers to make purchases without approval?
    No, you must approve customers before they can make purchases on your site.

  • Can I delete approved customers later?
    Yes, you can delete approved customers from your admin panel.

Contact and Support​

If you encounter any issues or need assistance, feel free to contact our support team. We will be happy to assist you as soon as possible.