Creating Customer Accounts
Customers usually create their own accounts from your store. However, you can also create customer accounts directly from the AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed., which is useful when customers order by phone.
|1.||On the Admin sidebar, tap Customers. Then, choose All Customers.|
|2.||Tap Add New Customer.|
|3.||In the Account Information section, do the following:|
|a.||To associate the customer with a specific store view, set Associate to Website to the view.|
|b.||Assign the customer to a Customer Group.|
|c.||If using VAT ID Validation, and want to Disable Automatic Group Change Based on VAT ID, mark the checkbox.|
|4.||Complete the following required fields:|
- First Name
- Last Name
|5.||Complete the optional fields as needed:|
- Middle Name/Initial
- Date Of Birth
- Tax/VAT Number
|6.||Set Send Welcome Email From to the customer identity to appear as the sender of the Welcome email.|
|7.||Tap Save and Continue Edit.|
When the customer account is saved, the full set of options appears in the panel on the left and in the menu at the top of the page. The Customer View tab displays a summary of account activity.
|1.||In the panel on the left, choose Addresses. Then, do the following:|
|a.||To add a new address, tap Add New Addresses.|
|b.||To define the type of address, mark one of the following checkboxes:|
- Default Billing Address
- Default Shipping Address
|c.||If the name of another person is associated with the address, complete the name information as needed. If the name fields are left blank, the customer name will be used for the address.|
|d.||Complete the following address fields as needed:|
- Street Address
- Zip/Postal Code
|e.||Complete the following information if available:|
- Phone Number
- VAT Number
|2.||When complete, tap Save Customer.|
Associate to Website
Identifies the website associated with the customer account.
Identifies the customer group to which the customer belongs. Select the checkbox to disable automatic group change based on VAT.
If used, the prefix that is associated with the customers name. For example: Mr, Mrs. or Dr. Depending on the configuration, the input control might be a text field or a drop-down list of options.
The customer's first name.
Middle Name / Initial
The customer's middle name or middle initial.
The customer's last name.
If used, the suffix that is associated with the customer's name. For example: Jr.,Sr., or III. Depending on the configuration, the input control might be a text field or a drop-down list of options.
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.
Identifies the customer's gender as Male or Female.
Send Welcome Email From
If you have multiple stores, select the store from which the welcome message will be sent.
Identifies the type of new address. Options:
Default Billing Address
Default Shipping Address
Add New Addresses
Displays another New Address section to identify the type of the address to be entered.
The company name, if applicable for this address.
The street address of the customer. The second line of the street address can be used if needed.
The city where the customer resides at this address.
The country where the customer resides at this address.
The state or province of the customer at this address.
The ZIP or postal code of the customer at this address.
The phone number where the customer can be reached at this address.
The fax number where the customer can be reached at this address.
If applicable, the value added tax number that applies to the customer at this address.
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