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How to manage B2B Portal wishlist for clients


Follow the steps below to manage the wishlist (favourite) products for customers/clients:

  1. Login into the B2B Portal with a administrator user
  2. Click "Administration" at the top
  3. Click to expand the "Customers" menu from the left
  4. Click "Customers"
  5. Search for a customer
  6. Click "Edit" (on the right) from the customer row
  7. Scroll down to "Place order (impersonate)"
  8. Click "Place order"
  9. And then browse the products.
  10. To add the products to the customer's wishlist, click on the heart icon similar to the below:

When finish adding the wishlist products, make sure to click "finish impersonated session" at the top of the page.

 


If you have any questions, ask us by creating a help desk ticket.