Add New Customers

overview & purpose admin can add customers manually if you have a brick and mortar stor,e then the system has a provision to add customers or if your store receives offline orders then, you can add customers to your online store before creating their order add a new customer click on the add button available at the top right corner of the customer dashboard the screen following the ' add ' button will have certain fields to fill customer details stores select the type of customer default store, store, or store department select sales agent if any sales agent has referred the customer, then you can assign the sales agent to this customer note the sales agent module can be enabled from the site settings section personal details enter the customer's first name, last name, email id, password, phone number, and company name secondary email all the email ids entered in the field will be used as secondary recipients (i e added in cc) for the email notifications sent to the customer this field is also available on data export and customer data import pages two different stores can have customers with the same username i e , a store customer with the username john doe can exist in store 1 and store 2 however, two store customers with the username john doe cannot exist in store 1 itself note to enable the username field, connect with the onprintshop technical team force a password reset on the next login this toggle determines whether a user must reset their password the next time they sign in when turned on the user will be prompted to change their password immediately after their next login they will not be able to access any other part of the system until the password is successfully updated when turned off the user can sign in and continue using their existing password without being forced to reset it if the password has already been verified or the forced reset is no longer necessary, the admin can disable the toggle to allow normal login behavior user group select the docid\ daxd3zam9y40ct0meost for the user you want to add the customer to address details initially, customer address was made mandatory but now we have made address details non mandatory to use the system as per different business needs due to this, when any customer registers through ‘quick signup’, the admin has to face hardship while importing the address, as in quick signup address details are eliminated customer settings status active status will make the customer's account active, thus allowing them to place an order, request a quote, or do any whatsoever activity notify keeping the notification toggle on will notify the customer about any activity happening on their account allow tax exemption keeping the toggle on for allow tax exemption will exempt the customer from any applicable taxes on orders placed in the future this works in conjunction with tax calculation pay on account enabling the toggle of 'pay on account' will help you give the customer some amount of store credit see https //help onprintshop com/manage pay on balance of customers subscribe newsletter the subscribe newsletter toggle will enroll the customer's email into the docid\ b0t1zgp3ox15qygcvlwq1 list partial payment enabling the toggle of 'partial payment' will allow you to further select a payment term and help your customers to make payments through the partial payment method disable reward module admin can now choose to disable the reward module at the customer level with this feature in place, only the default store customer for whom this setting is enabled will get the advantage of rewards points admin can enable/disable this module using the toggle button for any customer payment due days payment due days or date is the date when the payment should be received by the company against the invoice generated this payment due date calculated will be added to the invoice note if admin has configured both the days' fields then the system gives first priority to customer specific days but if customer specific days are not added then the payment method specific due days are taken into consideration