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Customers
Contents (select one):
Adding a new customer
Modify or find an existing
customer
Find a customer password
Customer Login Profile
Setting up new customers or changing information is easy on your
website. First, click on the Customers link.
To add a new customer:
Click on the Add a New Customer Login bar and fill in the appropriate
information.
To modify or find an existing customer:
You must first SEARCH for that user in your database. You may choose
whether to login by customer name or account number. So if you were searching
for customer BOBSMITH, for example, you could put the letter B in the search box
and press the submit button. All users starting with B are shown in the search
results table. Click on the login name to review or edit an existing customer.
You may also search for existing customers simply by clicking on the SEE ALL
CUSTOMER LOGINS bar at the top of the page. It will list your existing
customers.
To find an existing customer
password:
Simply click on the Customers link. Click on
the SEE ALL CUSTOMER LOGINS button. It will list your existing customers.
In the column Passwords, each customer password is listed.
Customer Login Profile
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If someone visits your website and creates a new customer profile, they are
automatically assigned to the pricing in your DEFAULT account profile. If the
new Internet customer happens to be an established customer, we recommend that
you set up a unique pricing account for that company, and assign the pricing to
the proper customer profile. Anytime a new customer profile is created, you will
be notified by email.
Account
When you enter a customer account into your website and
assign them an account number, in this drop box you will
simply select the appropriate account number for this customer. If
it is a visitor to your website, then you would leave this
set at DEFAULT.
This user is…
Administrator:
Gives the user complete control over all the administration features of your
website. This is the setting for
your website Administrator only.
Customer:
This is the selection you will use for everyone who is a customer. If a company
is using online order
administration, you will assign order administrators in the
Account profile screen, not in the customer profile screen.
This user
Can place Orders:
This allows your customer to place orders using their account.
Is on Hold: This
discontinues online ordering privileges for that customer until they contact
you.
Catalog Type
Full Catalog:
Gives your customer full access to your online catalog.
Contract Only:
You can restrict your customers to only order items from their custom contract.
The customer will fill out the rest of the information needed when they
login/register on our website. This will include billing and shipping
information. NOTE: If the customer requires the use of a PO number, the system
will ask for it at the time they check out.
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