Add clients and assign their prices

Add a business buyer by email, give them a price list, and invite them to their ordering panel.

A client is a business buyer with a deal. All you need is their email address. They don't need a YNS account yet, because the deal waits for them until they sign in.

Add a client

  1. Go to Wholesale → Clients and click Add client.
  2. In Email, search for an existing customer or type any address, like buyer@company.com. A hint tells you what will happen:
    • "… already has an account and sees the deal right away."
    • "No account for this email yet – the deal applies as soon as the buyer signs up."
  3. Choose a Price list, or pick New list… to create one on the spot. The discount is shown underneath, with a link to Set fixed prices per product.
  4. Leave Email the panel invitation switched on to send the buyer their link now.
  5. Optionally, click Add a note to record delivery days, agreed terms, or a contact person.
  6. Click Add client.
The Add wholesale client page with Email, Price list, and the Email the panel invitation switch

Tip: Use the buyer's work email, the one they'll actually sign in with. The deal is tied to that exact address.

The Clients list

Each row shows the client's Company, Email, Price list, Orders, and Last order. The Account column shows Not signed up until the buyer signs in for the first time, and Account after that. The link happens automatically.

The company name, tax ID and billing address come from the buyer. They fill them in on their own profile, and you can see them here.

Change a client's price list

Click a client to open their details on the right.

  • Price list – pick a different list. The summary shows the discount and how many fixed prices it has. Click Edit → to open the list.
  • Notes – your private notes about this client.
The Clients list with a client's details open: price list, notes, buyer panel link, Send invitation, and recent orders

Click Save client. The new prices apply to the client's next order.

Invite or re-invite the buyer

From the client's details:

  • Send invitation emails the buyer again. You can send it as often as you like, and every send appears in your Messages inbox.
  • Copy buyer panel link copies a link you can paste into your own email or chat. The buyer signs in with the email you added.

The invitation email comes from your store, with a subject like "Blue Bean Roasters invited you to order wholesale", and it has an Open wholesale panel button. See How buyers sign in at id.yns.store for what happens next.

Archive a client

Click Archive client when a business relationship ends. Their negotiated prices stop straight away and they lose access to the panel. Their past orders stay as they are.

FAQ

Can a client have no price list?

Yes. They can still use the panel, but they pay your retail prices.

The buyer never received the invitation.

Check the address on the client, then click Send invitation again, or send them the link from Copy buyer panel link yourself. Also ask them to check their spam folder.

Can one buyer order for several of my stores?

Yes. Each store adds them separately, and they choose the store after signing in.

What's next