Create customer

You should create a customer for one of those reasons:

1. You want to associate a customer number to a customer.
2. You want to create a delivery schedule to a customer.
3. You want to share a catalog to an authorized list of customers.

It is possible to create customers one by one or many at the same time. To do so, go in the customer section  and click on the add button . Then select how you want to create the customers. 

• Unique: type in the information and click on the create button 
• Multiple:
  1. Download the sample file.
  2. Fill in the information.
  3. Select the file to be imported.
  4. Click on the import button: .

Information to create a customer:

* = mandatory fields

Customer status

A customer will go through different status. Here are the status:

1. Requested: a potential customer asked for you to approve his request for catalog access.
2. Rejected: you rejected the request for catalog access from a potential customer.
3. Prospect: you created the customer but you have not invited him and he has not registered yet.
4. Invited: you invited the customer but he has not registered yet.
5. Registered: the customer is registered but has not ordered once.
6. Has ordered: the customer has ordered once in one of your catalogs.

Delivery schedule

Refer to here: Delivery schedule

More information

As soon as the customer is registered, you will have access to more information:

• Company section
  • Industry
  • Language
  • Ship to address
  • Bill to address
• Contact section
  • Name
  • Current email
  • Former email
  • Language
  • Time zone
  • Office phone