How to Approve New AMP Shop Requests and Adjust Settings

Active AMP dealers can submit requests to gain buyer access to shop your catalog. These requests will appear under the Users / Locations tab in the Shop Requests sub-tab. From here, you can assign the dealer to a sales rep and price list before granting access.


Important Considerations:

  • Assigning a Rep and Price List: Dealers can be approved without assigning them a sales rep or price list. However, without these assignments, the dealer's visibility will be open to any price list tagged as "general" in your product table. Additionally, if no rep is assigned, your sales team will not be able to view the new customer.
  • Adjustments After Approval: You can modify the assigned rep or price list or change the approval status of the dealer at any time.
  • Rejection: You can reject the shop request at any point, and dealers can be removed from your system.

The Additional Info section provides space for the dealer to share company details, which may help you determine whether to approve or reject their request.


Notes:

  • Dealers cannot see your catalog until they are approved.
  • Price assignment is optional for approval.
  • You can reject a dealer's request at any time.
  • Manual entry of these dealers into your customer table is not required; however, if you use an API, you should manually add the dealer to your table and then reject the shop request.
  • The "Shop Request" does not automatically add the dealer to your AMP customer table.
  • You can customize notifications about new shop requests and adjust how frequently you are notified.


Preparing Your Database for Shop Requests

When prospective buyers click on your company in the Shop Wall, they will see information about your business. This includes your logo, phone number, address, and website, which are pulled from your Profile Settings. Additionally, details like your Master Categories, Categories, Shop Request Contact Email, and Company Description must be updated by AMP staff. To make updates, please contact us at support@amptab.com.



Shop Request Settings

These settings, found under the AMP Products tab and sub-tab Shop Requests, allow you to manage inbound shopping requests.



  • Visibility Level: You can toggle new shop requests on or off by setting this option to "Not Visible."

  • Logo Photo: By default, AMP uses the logo associated with your account. If you’d like a different logo for the shop request page, you can upload one here. For best results, we recommend using square logos rather than long or tall images.

  • Acknowledgement Email Custom Greeting: If you'd like to send a custom greeting to those requesting access, you can add personalized text in this section. Common examples include:

    • "If you have an existing account with us, please reply with your account number."
    • "To set up a new account, please download this form and return it when complete."

  • Acknowledgement Email CC: If you'd like to be copied on the request acknowledgment email, add your email here. This is useful if you have questions for the person requesting access.

  • Request Notification Email Address: This email is sent to your company when a new shop request is submitted. The requester does not receive a copy. By default, you'll be notified immediately, but you can change the frequency to daily or weekly in the Request Notification Frequency section.

  • Request Notification Frequency: This setting controls how often you receive new shop request notifications. You can choose between:

    • Immediate (default)
    • Daily (sent at 6 AM in your account’s time zone)
    • Weekly (sent at 6 AM on Monday in your account’s time zone)

To adjust your time zone, navigate to the Change Profile section of your AMP account.



Example Emails:

 

 


Recap:

  • New Shop Requests will appear under Users / Locations > Shop Requests.
  • Assign sales reps and price lists to control visibility and ensure proper handling of new requests.
  • Customizable email settings allow you to control how and when notifications are sent.
  • Logo and contact info in the Shop Wall can be updated by AMP staff.

For assistance with any of these settings, or if you have any questions, don’t hesitate to reach out to support@amptab.com.