Managing Retailer Requests & Mapping

As the Admin for a Brandwise Reach site, you are responsible for managing the Retailers that can access and shop your site.

1. When a Retailer tries to shop on your Reach site for the first time, a Request to Connect email will be generated and sent to you.
   1. You will receive an email that looks like this:   
       
   2. To manage this Request, simply click on the View Connections button in the email.
   3. You may be prompted to log in to your Brandwise Passport.
      
      
2. Once logged in, refer to the drop-down menu in the upper right-hand corner of your screen. This should be set to the company (Agency) that corresponds to your Reach site. Note:  It is important to make sure that you have the correct company set as shown below.  
   
   
   1. The default view has all pending requests listed at the top and highlighted in grey. You can use the filters highlighted above to sort and review retailers in other statuses if needed.
   2. To Approve or Reject the request click either the + or the – respectively.
   3. If you remove a retailer by hitting the minus button, they will not be able to shop. Once they rejoin, you can simply hit this button again to “+” them in and they will be able to shop again.
   4. When clicking the + you will receive the following friendly reminder to map your newly approved retailer (see step 3 below)                   
      
   5. At this point your retailer will also receive an email alerting them they have been approved and they may start shopping on your Reach Site. Their email will have a button that will link them directly to your Reach site upon approval.
3. To map a retailer, log in to e.Brandwise.com using your 100 credentials and click the Reach menu. Select Reach Retailers and then click Approved on the left side of the page.
   1. All retailers requiring mapping will be listed first, in alphabetical order. Simply click the green Map Billing button to map the Bill To.
   2. If there is a direct match with a customer that already exists in your system, the Billing address will be displayed right away and you can map it. If you don't see results, you can click the orange Search for Customer button to search your existing customer list or you can click the green Create New Customer button if the retailer is new for you.
      
   3. Once the Billing is mapped, the Ship To will need to be mapped as well. Note:  If the Billing is mapped but the Ship To is not, the Retailer can still submit the order on Reach, but the order will not appear in your system until the Ship To is mapped.

Note:  Any adjustments that need to be made to a retailer’s status need to be made within your company’s Brandwise Passport. Currently e.brandwise will only be utilized to map retailers.