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.

Add New Customer

To create a new customer account:

1.

On the Admin 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.

Customer Information

6.

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.

7.

When complete, click the Save Customer button.

To add a new address to a customer account:

1.

On the Admin 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:

a.

To add a new address, click the Add New Address and complete the information.

b.

To assign a Default Address check either the Default Billing Address or Default Shipping Address as needed.

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 customers 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.