Creating customers manually

This article will walk you through the process of creating a customer manually. Alternatively, you can import customers.

Note:  Before populating your portal with your customers, you may wish to create the following:

  • Price lists. Go to the Products->Price Lists menu in your Admin Dashboard to create your price lists.
  • Tax groups. Go to the Settings->VAT/Sales Tax menu in your Admin Dashboard to set and create your VAT/Tax rules.
  • Payment methods. Go to the Settings->Payment options menu in your Admin Dashboard to set and create your available payment options.
  • Privacy groups. Go to the Settings->Privacy groups menu in your Admin Dashboard to create your privacy groups, if applicable.

Step 1:  Go to the the Customers menu in your Admin Dashboard, and click on the “+ Create customer” button.Step 2:  Fill in all relevant fields under the 'Customer details' tab on the "Create customer" page that opens up.

Here are fields you need to consider on the 'Customer details' tab:

Active and inactive customers Tick this box to make the customer 'active'. If the customer becomes inactive, simply uncheck the box
Disable ordering Choose this option when a customer becomes inactive or when you wish to “freeze” the ordering process for a customer (i.e. because they haven’t paid you yet)
Tax group Select the tax group your customer is assigned to through the drop down menu
Price list Select the price list your customer is assigned to through drop down menu
Discount percentage Type in the discount percentage that applies to your customer orders, if applicable
Minimum order value Set the minimum order value for your customer (if applicable). Note that, Discounts and MOV (Minimum order value) set here will apply only for this specific customer. You can set different discounts and MOV for each one of your customers based on the agreements you have with them
Parent customer Select the parent customer your customer belongs to (if applicable) through the drop down menu. This applies also in case you have created sub-users for your customers
Privacy groups Select the privacy group your customer is assigned to through the drop down menu (if applicable) 
Product feed Check the “Enable product feed” box to allow your customers to check the stock availability of your products through a dedicated page on their storefront, available under their profile menu. To check out more details on this functionality, click here

Note: If your customer’s billing address is the same as their contact address, remember to check the “Same as contact details” box in the “Billing” tab.

Step 3. Once you have added the required information in the “Customer details” tab, you can move on to the “Addresses” tab to add all your customer’s addresses. Make sure you select the country from the drop down list and then move ahead to fill in the details. Once you’re done, click on the “Save” button.Step 4: If you have assigned one or more sales representative(s) to your customer, move forward to the “Sales Rep” tab. Here you can create your sales rep profiles which will allow you to monitor their performance and order history. Note that you need to select their name from the drop down list and add their commission percentage. Step 5. The “Emails settings” tab allows you to set and monitor your communication rules with your clients. Specifically, you can:

Receive email marketing Check this box to automatically send email marketing content to your customers
Attach new order as XLS file Select this option if you wish to attach any new order placed by your customer as an XLS file in the relevant email they receive
Attach new order as PDF file Select this option if you wish to attach any new order placed by your customer as an PDF file in the relevant email they receive
Email for new orders notification This option allows you to inform your customer via email when a new order is placed by them on your B2B store. To enable it, simply add the email address of the customer or the person they wish to be informed for any new orders placed
Receive email notifications You can enable this feature, if you wish to receive email notifications for this customer
Bcc outgoing emails to customers To automatically bcc yourself or any other person when sending an email to a customer, simply select this option

Step 6. In the “Customer homepage products” tab, you can select certain products to display on your customer’s home page.Step 7. In the “Payment options” tab, select the payment options that apply to this customer. The available payment options you set here will be shown to your customers during checkout. 

Step 8. In the Customer Shipping Options tab, you can choose which shipping options your customer will see during checkout.

Step 9. Once you have finished creating your customer profile, you can invite them to login to your online B2B store and send them a link to create their login credentials. To do so, check "Notify Customer by Email" in the Customer Details tab. Make sure to press 'Save' at the bottom when you are finished making changes.

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