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Manage Customers. 01 - Create a Customer Account

 

Create a Customer Account

Customers usually create their own accounts from your store. However, you can also create customer accounts directly from the Admin, which is useful when customers order by phone.

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Add New Customer

 

To create a new customer account:

1. On the Dashboard menu, select Customers > Manage Customers.

2. Click the Add New button.

3. In the Associate to Website list, select one of the following:

  • Admin  
  • Main Website

You can associate a customer with the Admin website to require that orders are placed only from the store Admin. Customers associated with the Admin website cannot log in to their accounts from the store.

4. Assign the customer to a Customer Group.

5. Complete the remaining customer information.

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Customer Information

 

  1. In the Password Management section, do one of the following
  • Manually assign a password.
  • Select the Send auto-generated password checkbox. The new password is generated after the customer information is saved.
  1. When complete, click the Save Customer button.

 

To add a new address to a customer account:

1. On the Dashboard menu, select Customers > Manage Customers. Then, click to open the customer record.

2. In the panel on the left, select Addresses. Then, do the following:

  • To add a new address, click the Add New Address and complete the information.
  • To assign a Default Address check either the Default Billing Address or Default Shipping Address as needed.

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Customer Addresses

3. When complete, click the Save Customer button.

 

Field Descriptions

FIELD

DESCRIPTION

Associate to Website

Identifies the website associated with the customer account

Group

Identifies the customer group to which the customer belongs. Select the checkbox to disable automatic group change based on VAT.

Prefix

If used, the prefix that is associated with the customer's name. For example: Mr, Mrs. or Dr.

First Name

The customer's first name.

Middle Name / Initial

The customer's middle name or middle initial

Last Name

The customer's last name.

Suffix

If used, the suffix that is associated with the customer's name. For example: Jr.,Sr., or III.

Email

The customer's email address.

Date of Birth

The customer's date of birth.

Tax / VAT Number

The customer's Tax or Value Added Tax number, if applicable.

Gender

Identifies the customer's gender as Male or Female.

Send Welcome Email

Select the checkbox if you want the system to send the customer a welcome email message.

Send From

If you have multiple stores, select the store from which the welcome message will be sent.



 

 

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