Customer Lookup
Index
Delete Customer - click here for help
Customer Profile - click here for help
Standards List - click here for help
Customer Discounts - click here for help
In the Customer Lookup option you can search the customer database for specific customers. Enter text in the Search Criteria field and select the type of data you want to query, then click the Find Now button. The system will search for the string of data that has been entered. The default on this screen is a search by Customer Name. If no entry is made in the Search Criteria field, then a list of all customers that have ordered from your catalog will be returned. This option can also used to find a list of orders for a customer, edit a customer’s profile, to set up a Standard’s List for a customer and apply discounts. This option is not available in the Website and Basic Store Builders.
The types of data categories are:
Customer
Name - whole or partial names can be entered
Customer
Address - whole or partial addresses can be entered
Customer
Telephone Number - since you will not always know what format the
customer entered his telephone, the wild card symbol, % , can be entered after
each set of numbers, e.g. 414%123%2345. Whole or partial strings of telephone
numbers can be entered.
Customer EMail - whole or partial email addresses can be entered
A list of all customers, sorted by the first character of the first name (if the order was incomplete and there was no name entered, the blanks will be displayed first), will be returned with the following information displayed.
If you want to delete a profile for an existing customer, click the red X button on the right of the screen. Multiple profiles will be created when the same customer does not use the Logon screen and places more than one order.
If you click the Details button a screen with Latest Customer Information will be displayed. At the top of the screen are four tab buttons that you can access to edit the customer profile, set up a standards list and establish customer discounts. You can also send an email directly to that 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 on the Customer Profile tab at the top of the screen the following screen will be displayed. Click here for full documentation of the Customer Profile.
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.
You can edit any field to correct/change customer information and at the bottom of the screen you can enter the percent discount this customer should have applied to the total of an order. You can also make a customer tax and shipping exempt if they are a government agency, school etc. There is a field for entry of a Purchase Order or Contract Number. Password and Invoice Password can be changed here. You can simply overtype the asterisks that are in the field. The existing passwords will not be displayed.
You will receive a results screen that will list the information that was successfully updated.
You
may also edit/view the standards list established for this customer by clicking
the Standards List button, Customer Discounts or Private
Categories. For
help with the Standards List click here.
For help with Customer Discounts, click here.
For help with Private Categories, click here.