Customers

Customers can register on the store site on their own, or they can be added in the admin one at a time or all at once through an import. When a customer registers, they are initially assigned to the main customer group; afterward, you can move them to another group to offer different sales terms.

Registered customers can access the site pages to change their billing and shipping addresses and can view completed orders, issued invoices, and any quotes they requested and approved.

Unregistered customers are those that exist in the admin but are not allowed to log in on the site. They may be customers added directly in the admin who were not assigned a password, or customers whose login has been disabled for various reasons.

The Customers section lets you manage customer records as well as create and monitor their orders, quotes, invoices, receipts, and DDTs. It also lets you manage product collections, price lists, customer groups, and import customers with Excel.

• Customer management
• Price lists
• Customer groups
• Collections
• Customer import