Link Retailer Accounts on Pubeasy

Before retailers on Pubeasy can place orders with you through our service, they first need to submit a Linking Request to you to activate their account for ordering.

When the retailer submits an account linking request to your company, our system sends an email with the subject “Account Linking Request” and a hyperlink to a page where you can approve the request and confirm that it is a valid account.

If a retailer needs help with this step, you can send them to our help documentation at https://info.pubeasy.com/support/booksellers/how-tos/account-linking

Please note that your diligence is critical since Pubeasy cannot validate supplier account numbers for you and at times new retailers submit invalid account information.

1. Use the retailer information provided on the Pubeasy Customer Record page to determine if the customer has a pre-existing account in your system that is eligible to be linked on Pubeasy.
2. If the account exists and is eligible to order via Pubeasy, follow the instructions in the How to Link an Account section below to link the account.
3. If the account does not exist or is not eligible to be linked, please follow the instructions in the Notifications if Account is Unlinkable section below to inform us and the retailer of the specific reason the account cannot be linked at this time.

Some possible reasons you may consider an account to be unlinkable on Pubeasy include the following, but other reasons may apply as well:

• Prepay/proforma
• No account exists
• Invalid account number
• On credit hold
• Account type is …

To approve an account for linking, take the following steps:

We realize that retailers may not have just a single discount that applies to all products, which is why Pubeasy allows suppliers to provide real-time personal price information. However, we request that you enter an average default discount to serve as a backup if your system does not supply personal price information via Pubeasy or in the rare cases where your system might be down. Having a default discount entered allows Pubeasy to always give retailers an estimated invoice total in their shopping cart which they find useful for budgeting and ensuring they hit invoice-based supplier shipping or order minimums. For trade suppliers, we recommend entering the customer’s standard trade paperback discount.

If the account is NOT eligible to order on Pubeasy, do the following instead:

It is important that both MVB staff and the customer be told why the account cannot be linked as this is the only way we know you've received and acted on the request.