Passport Registration Tutorial
At and! Sales we are always looking for better ways to serve you. When our partners at Brandwise told us that they had a new ordering and shopping system that they were working on, we could not wait to share it with you. Below are step-by-step instructions to registering for the new order and shopping system.
Brandwise provides a B2B platform to our Agency and Supplier partners called Reach. If you are reading this then you’re already working with one of these valued partners. They have been handling the details involved in the ordering process for 24 years and we understand the need for accuracy and consistency in that process. To meet this expectation, They have created a system that enables you to maintain and directly control your account information (including billing and shipping information). Here’s what you need to do to get started:
First, you will need your individual Brandwise Passport – your account to access all sites hosted by Brandwise. From any Agency or Supplier Reach site, you can register for a Brandwise Passport.
A. Click “Don’t have a Brandwise Passport?” to create one.
B. Enter your Email Address. We’ll check to make sure this email address doesn’t already exist in the Brandwise Ecosystem before you complete the next steps. If we already have you in our system, you will be asked to enter your password. If you cannot remember your password, you may click on the “Forgot your email or password?” link below your Email Address.
C. If we don’t find you in our system, you’ll be prompted to enter your first and last name, and your best contact phone number to create your own account. Now click on the Confirm Email button.
D. Check your Email for the confirmation. Once you find it, simply click the Confirm Email button provided in the email to set your password. Follow the directions on the screen to set up your password.
Once you click “Save Password”, you’ll be taken back to the Passport login screen to enter your new credentials. This will begin the step in the process where we connect your individual Passport to your business or where we will help you create your business if it does not yet exist in the system.
A. Click the Retailer button to begin this quick process.
B. Enter your business information and click Search. This step will search to see if your business already exists in the system as a Retailer. If it finds your business, simply select your business to continue and you can skip step (c) below.
C. If your business is not found in the system, you will be asked to add your Retailer billing information on the next screen. When you have entered all of your information please click or on the Create button.
D. Next, you can either choose to use your billing address as your shipping address, or you can add your shipping address later – for this walkthrough we will show the option to add a shipping address later. You will be able to add or edit shipping addresses when you shop on your Agency or Supplier Reach sites.
E. The confirmation of business creation screen lets you know that your business has been successfully created in the system. By creating your business in the system, you are identified as the admin for the account. As admin, you can approve any other Team Members who create their own individual Passports and request to connect to your business.
F. You may now click the “Back to Shop” button to proceed.
Request to Shop – as with other networking platforms, all connections within Brandwise are approved by both parties. In this case, you as a Retailer are requesting to connect to an Agency or Supplier Reach site.
A. To connect to an Agency or Supplier is easy. Start by clicking the “Send Request” button. This will send your Request to the Agency or Supplier to approve.
B. The Agency or Supplier will receive an email alerting them that you have requested to connect to them in order to shop on their Reach site.
Approval to Shop
A. Once the Agency or Supplier has approved your request, you will receive an email confirmation.
B. Once you have received this email, click on Shop, log in and start shopping!
Part 5 (Optional)
Add/Edit Shipping Address(es) – If you didn’t add a shipping address when you created your account, or if you need to add (or edit) additional addresses, there are two ways to do this:
A. Option 1:
1. From the Checkout page, you can click the “Assign/Change Shipping Address” button, then select “Add new shipping address” from the popup. From this screen, you can edit existing addresses or add new addresses.
2. After you have filled in or edited the required data click “Add Address” to save
3. If you need to add another address, you can click “Add New Address” again.
4. When you have finished, click “Exit” to return to your order.
B. Option 2:
1. To add or edit your shipping address before you begin selecting products, click on your email address in the upper right corner of your browser and choose “My Account”.
2. Click the “Company Info” tab and then click “Add Ship To”. From this screen you can edit existing addresses or add new addresses.
3. Repeat steps 2 through 4 above.