How do I approve a requester in BarTrack?

Module: HuB
For: Wholesalers and administrators

Where do I approve a requester?

When a customer wants to place an order via the app, you must first grant permission. This can be done manually via notifications or automatically.

When a requester adds your wholesale organization, an email is automatically sent to the configured email address. This ensures you are immediately informed of new requests. See this support article to adjust this email address.

Approving a requester manually

The first request from a new app user will always appear in the HuB. You need to approve this user once.

Follow these steps:

1. Log in to the HuB.
2. Click the bell icon (Notifications) at the top right, next to the settings icon.
3. Find the relevant user in the list.
4. Click ‘Accept’ to approve the requester.

After approval, the user can place orders with your organization.

Automatically approving requesters

You can also choose to automatically approve all requests. New users will not require manual approval.

Follow these steps:

1. Log in to the HuB.
2. Go to ‘Settings’ (gear icon).
3. Select ‘Suppliers’.
4. Choose the supplier.
5. Click the eye icon at the end of the row to open the details.
6. Click ‘Edit’ in the top right corner.
7. Scroll down and enable ‘Automatic approval’.
8. Click ‘Save’.

From that moment, new app users can place orders immediately without additional approval.

Adding a customer number after approval

Once a requester is approved, you can add a customer number.

Follow these steps:

1. Log in to the HuB.
2. Go to ‘Requesters’.
3. Select the requester.
4. Scroll down to ‘Requester settings’.
5. Click the edit icon next to ‘Customer number’ and enter the number.
6. Click the save icon.

What does this mean?
The customer number is automatically included with every order placed by this customer.

This means:

• The supplier can directly link the order to the correct customer.
• Administrative processing becomes faster and easier.

Important to know

• Without approval, a user cannot place orders with the wholesaler.
• With manual approval, each new user must be approved once.
• With automatic approval, all users get immediate access to ordering.
• You will receive email notifications for new requests, depending on your settings.

Not sure about a request?

Do you see an unknown user in your notifications or are you unsure about a request? First check the user’s details in the list. If in doubt, contact the customer or verify internally before approving the request.