Inviting customers and managing access

Nobody can see your products or prices until you let them in. There are three ways somebody gets access: you invite them, they apply through your new customer form, or one of your existing store users invites a colleague.

Inviting customers in bulk

The quickest way to get your store used is to invite the customers you already hold. From your store's dashboard, choose Growth → Invite customers.

This is a full list, so you can search it, filter it with BrewwQL and sort it. Each row shows the customer, an email address, the person it belongs to, their current status, when they were last invited, their invitation link, when they last ordered and when they last visited your store.

Use Show at the top to narrow the list to a group worth chasing, such as Never invited, Invited, awaiting acceptance, Invited a long time ago, still not accepted, or Buying from us, but not through the store.

Tick the customers and email addresses you want, then choose an action:

• Invite to trade store sends the invitation email. You can edit the subject and wording for this send only, and your saved default is left alone. The email must contain the invitation link variable, or Breww won't let you send it.
• Create invitation links creates the invitations without emailing anybody, so you can copy the links and send them yourself. Because nobody was emailed, these aren't chased by your reminders.

You can select everything matching your current filter rather than just the page you're looking at. Up to 500 invitations can be created in one go, so narrow the list down if you're told there are too many.

Inviting one customer

Find the customer in Breww, open their Breww Trade Store tab and click Invite someone. Enter their email address and Breww sends them a link that gives them access.

Automatic reminders

Invitations that nobody accepts can be chased for you. Go to Settings & tools → Invitation reminders and click Add reminder.

A reminder has:

• Days after the invitation was sent. For example, 7 chases a week after the invitation was emailed.
• A subject and email, both prefilled with sensible wording you can change. The email must contain the invitation link variable.
• Active, which you can untick to stop a reminder temporarily without deleting it.

Add as many as you like at different intervals. Your store's dashboard reports how many invitations each reminder has chased, and how many were accepted afterwards.

Deleting a reminder doesn't re-chase anybody: invitations already chased at that point are left alone.

A printable QR poster

From Growth → Print a QR poster you get a poster with your logo and a QR code pointing at your store, ready to print and put on the bar, in a delivery, or at a trade show.

Customers asking for access

Your store's web address is public, so you can link to it from your website. Anyone reaching it who doesn't have access sees your new customer form, and can apply. They see nothing of your products or prices until you approve them.

Applications arrive under Growth → New customer forms/access requests, and the newest few also appear at the top of your store's dashboard. See Your new customer form for how to set the form up and how approving one works.

Previewing your own store

You don't have to fill in your own form to see what your customers see. Open your store and choose Browse as an existing customer. Pick one of your own customers, and you're given access exactly as a real buyer would be, so what you see is what that customer sees.

You need the sales permission to do this. Previews granted this way are deliberately left out of your adoption figures, your invite health and the readiness checklist, so trying your own store never makes it look like a customer has signed up.

Colleague invitations

Somebody with access to your store can invite their own colleagues from My account → Invite colleagues, without you doing anything. They can only invite people to the customers they themselves hold access for.

One person, several customers

Somebody buying for more than one site, such as a pub group, can be given access to each customer. Invite the same email address from each customer's Breww Trade Store tab.

Once they're set up, they see a note at the bottom of the store reading "You're ordering from [your business] on behalf of [customer name] (change)", and can switch between them. Each customer keeps its own basket.

Hiding customers you'll never invite

Some customers will never buy online: a one-off, a wholesaler you deal with by phone, a customer who has told you no. Leaving them in your lists makes your adoption figures look worse than they are and gives you rows to skip past every time.

Select them on the invite list and choose Suppress, or use the eye button on a row. Suppressed customers drop out of this store's lists and figures.

They're not gone. Settings & tools → Suppressed customers lists them, showing when each was suppressed and by whom, and you can Unsuppress individually or in bulk to bring them back.

Suppression is per store, so a customer hidden from one store still appears on another.

Managing existing access

A customer's Breww Trade Store tab shows who has access, which ordering rules apply to them and what's in their basket right now, which is ideal if they ring you mid-order.