Create Customer
Index
Customer Profile - click here for help
Details of Customer Information - click here for help
Standards List - click here for help
Customer Discounts - click here for help
Private Categories - click here for help
In the Create Customer option you can add customer information to the database. Along with the standard data, this option also includes tax and shipping exemptions, discount %, PO/Contract Number and passwords for both login and invoice. To keep customer history intact, it is important not to re-create customer profiles. If the customer has already registered, use the Customer Lookup option and edit the existing data. Click here for documentation on the Customer Lookup option. This option is not available for the Website and Basic Store Builders.
If your catalog is setup as a business cart, all fields such as Client Number, Company Name, Ship to Client Number, Ship to Company Name, etc. will appear on the customer side of the shopping cart except for Shipping Exemptions and Invoice Password. These are reserved for administrative purposes only,
If your catalog is setup for consumers, then the Client Number, Company Name, etc. will be suppressed from their profile and from the Billing Form, Verification page, emails and packing slips.
Customer Profile - in this option there are fields that appear on the Customer Profile and Billing form. A check mark next to the entry block indicates that you have selected these fields to appear on the Customer Profile and Billing & Shipping form. A red asterisk * indicates a required field.
Customer Information
The following fields are available for entry:
Client Number – enter a client number associated with this
customer (optional)
Company Name -
enter Company
Name (optional)
Contact Name – enter contact or billing name (required)
Address 1 - enter customer billing address, 1st
line (required)
Address 2 - enter additional customer billing address
information (optional)
Email - enter customer email address, more than 1 address
may be entered separated by a semicolon and space (optional)
City - enter customer billing city (required)
State - enter customer billing state (required)
Zip Code - enter customer billing zip code (required)
Phone - enter customer billing telephone number
Fax - enter customer billing fax number
Only entered
if it is different from the billing address:
Ship to Client Number - enter Shipping Client number
Ship to Company Name - enter Shipping Company Name
Shipping Name - enter shipping name
Shipping Address 1 - enter customer shipping
address information
Shipping Address 2 - enter additional customer billing address information
Ship
To Email - enter shipping email address
City - enter customer shipping city
State - enter customer shipping state
Zip Code - enter customer billing zip code
Ship to Phone - enter shipping telephone number
Ship
to Fax - enter shipping fax number
Special Shipping Instructions - if the customer has special instructions for delivery of all shipped items, enter here. This field can be used even if there is no special shipping address used.
Customer is Tax Exempt - if the customer is tax
exempt check this box. The customer can also self identify as being tax exempt
when they login.
Discount on Total Order - if you offer this
customer a discount on total purchases, enter the % discount here, e.g. 5 = 5%
discount of the total order. Discount by Category and by Item for this customer can be
accessed once the initial information is updated. It is described in detail
below. Click here for help on
discounts.
Customer is Shipping Exempt – if the customer is always exempt
from shipping charges check this box. This does not waive handling charges if
you have set them up for your catalog.
PO/Contract No. - if your customers use a
Purchase Order or Contract Number it can be entered here. This will
automatically be displayed on the verification page when the customer places an
order, on the email verification they receive, as well as in view orders and on
the flat file that can be sent to an internal system.
You can add a customer name
and password for their login and, if you want to restrict the invoice option to
approved customers, you can also set a password for invoicing. If you are
setting up the customer profile, be sure to give the name and passwords to your
customers prior to their placing an order. If the customer forgets the
password, you may assign a new one by over typing the existing password. This
is done in the Customer Lookup option.
Logon Name - enter the logon name assigned to the
customer. They may change this after they have logged on.
Logon Password - enter the logon password
assigned to the customer. They may change this after they have logged on.
Invoice Password - enter the invoice
password assigned to the customer. They may NOT change this after they have logged on.
Once you have updated all the information, click the Submit Information button and a results screen will be displayed. A message will describe what information has been updated.
You can now click the Customer Info, Standards List, Customer Discounts or Private Categories tab at the top of the page or the Back to Customer Profile button to re-edit and information.
If you click the Customer Info tab, a screen with Latest Customer Information will be displayed. From this screen you can review current information and also send an email directly to the customer if they have entered their email address. A list of Past Customer Orders is also available and you can access an individual order by clicking the View button next to that order number.
If you click the Standards List tab for a customer you can set up a product or group of products that company has selected as preferred items for its employees to use and order. The following screen is displayed when you click this tab.
Select the products for this customer’s Standard List by holding down the CTRL key and clicking on the items then click Add Selected Products button. You will now have 2 lists, one of products that are not on this customer’s Standards List and one with all selected products. You can remove any items at any time by reversing the process.
If you click the Customer Discounts tab, the following screen will be displayed.
There are 3 methods of providing discounts to
your customers.
Discount on
Total Order – this link will bring you to the field on the
customer profile for a discount on all products on every order the customer
places.
Discount-By-Category – this link will display the following screen. Use this discount method to apply a discount % to all items within a product category.
If multiple categories apply then you can hold the Ctrl key down and highlight more than one category. Then enter the percent discount the customer will receive on those categories in the Percent field. This customer may receive a different percent of discount for different categories.
If you click the Discount-By-Item link you will be taken to the Edit/View Items option where you can select the category and then the product and apply the discount by customer. Click here for documentation for Add New Item option/Discounts tab.
This option is used when you wish to have a select group of categories/products only available for certain customers. Private Categories do not appear on the main page of your catalog. They are only viewable to the customer once they have logged in and have accessed My Account. If you click the Private Categories tab the following screen will be displayed.
Now only those private categories will be displayed when that customer accesses My Account. If the Make Private setting is removed in Product Categories, that category will be deleted from the customer's private category list. If you later make the category private again, you must go back and reselect those categories for that customer. If you wish to select a private sub-category for a customer, you must also select that main category for it to be viewed by that customer. For additional information on Private Categories see the documentation for Product Categories.