Add Customers
This feature lets you add new shoppers. When you do, you can specify the account, department, and attention. You can also assign catalogs and specific settings. If the account to assign the shopper isn't shown, you can also add the account. For details, see Add Accounts.
Note: Adding shoppers is a three step process. First, the customer must exist in the back office business system. Next, you add the accounts to your site. Last, add the shoppers that can purchase under that account.
Click Customer Admin and select Customer Management.
In the Customer Records section, click Add Record. The New Customers page opens.
Check the Add Another Customer When Finished box to add a different customer when the first customer has been added.
For each customer added, complete the Info through Price pages. When finished on each page, click Next. While you can complete all pages, the only pages you must complete to add the record include the Info, Acct and Dept.
Note: On the Dept page, you can click Finish. If you do, this customer defaults to use the guest user settings for catalogs, item substitutes, checkout, communications, feature, marketing, and price. If you click Next, you can set optional account-specific settings, including an attention, location, contract and/or laundry lists, and additional user settings.
Click each link below for more
information.
Info
First Name
Last Name
Phone
Phone Extension
UserName
Password
Confirm Password
Email
Email Format
Send Confirmation Email
HP Purchase Edge
Acct
Account Name
Dept
Department Name
Attention
Attention
Location
GL
Inv
Printer
Catalog
Global
Custom
Lock Customer to Selected Catalogs
Contract
Contract/Laundry Lists
Select Product/List Limits
Alt/Sub
Alt/Sub
Checkout
Checkout
Comm
Communication
Feature
Feature
Marketing
Marketing
Price
Price
Click Finish.
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