a Customer Account
Visitors to your store can open an account to manage their purchases and activities. 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 for helping customers over the phone.
The following instructions represent the default customer account configuration. To change the selection and behavior of some of the fields in the form, see: Configuring Account Options.
|1.||From the storefront, click the Create an Account link in the upper-right corner of the header.|
|2.||Under Personal Information, enter your First Name and Last Name.|
|3.||If you want to add your name and email address to the list of newsletter subscribers, mark the Sign Up for Newsletter checkbox.|
This option appears even if the store doesn’t publish a newsletter.
|4.||Under Sign-in Information, enter your Email address.|
This email address will become part of your sign-in credentials, and cannot be associated with any other customer account.
|5.||Enter a Password that includes three of the following types of information:|
- Lowercase characters
- Uppercase characters
- Special Characters
After you press Enter, the strength of the password is evaluated, and appears below the field. If the password is considered to be “Weak,” try another until it evaluated as “Strong”.
Then, enter it again to Confirm Password.
|6.||When complete, tap Create an Account.|
You can now use your email address and password to sign in to your account to complete the address information.
|1.||On the Admin sidebar, tap Customers. Then, choose All Customers.|
|2.||Tap Add New Customer.|
|1.||In the Account Information section, do the following:|
|a.||For a multisite installation, set Associate to Website to the website where the customer account applies.|
|b.||If applicable, assign the customer to a different Customer Group.|
|c.||If using VAT ID Validation, and want to Disable Automatic Group Change Based on VAT ID, mark the checkbox.|
|2.||Complete the required fields:|
- First Name
- Last Name
|3.||Complete the optional fields as needed:|
- Name Prefix
- Middle Name/Initial
- Name Suffix
- Date of Birth
- Tax/VAT Number
|4.||Set Send Welcome Email From to the store view from which the Welcome email is to be sent.|
If the store has views for different languages, this setting determines the language of the Welcome email.
|5.||If Vertex Cloud is enabled, enter the Vertex Customer Code that you want to use for this customer.|
|6.||Tap Save and Continue Edit.|
After 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 the account.
|1.||In the panel on the left, choose Addresses. Then, tap Add New Addresses.|
The Addresses page has two columns. The first has checkboxes to identify the type of address, and the second contains the fields that are associated with the address.
|2.||In the first column, mark each checkbox that describes the type of address. Mark both checkboxes if the same address is used for both billing and shipping.|
- Default Billing Address
- Default Shipping Address
|3.||Scroll down and complete the required address fields in the second column.|
- Street Address
- ZIP/Postal Code
|4.||Enter the Phone Number for this address.|
|5.||If this is the only address that is needed for the account, tap Save. Otherwise, tap Save and Continue Edit.|
|6.||To add another address, do the following:|
|a.||Tap Add New Address. A new address type box appears below the first.|
|b.||Mark the checkbox that identifies the type of address that is to be entered.|
|c.||In the second column, complete the address fields associated with the address.|
If the name of different person is associated with the address, complete the name information as needed. If the name fields are left blank, the customer name is used for the address.
|d.||Enter the Phone Number for this address.|
|e.||Enter the VAT Number that applies to this address, if applicable. To learn more, see: Value Added Tax (VAT).|
|3.||When complete, tap Save Customer.|
The new customer account now appears in the Customers grid.
Customer accounts created from the Admin do not initially have passwords assigned.
|1.||Find the new customer account in the grid.|
|2.||In the Action column, click Edit.|
|3.||In the set of options across the top of the page, click Reset Password.|
Notification is sent to the account owner, with instructions for setting the password.
Additional buttons become available when the profile is saved for the first time. To learn more, see: Updating a Customer Profile.
Returns to the Customers page without saving changes.
Resets any unsaved changes in the customer form to their previous values.
Save and Continue Edit
Saves changes, and keeps the customer profile open.
Saves changes, and closes the customer profile.
Associate to Website
Identifies the website associated with the customer account.
Identifies the customer group to which the customer belongs.
If applicable, mark the checkbox to disable automatic group change based on VAT.
If used, the prefix that is associated with the customer’s name. For example: Mr., Ms, or Dr.
The prefix values are determined by the configuration. 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 middle name or initial of the customer. This field is included only if specified in the configuration.
The customer’s last name.
If used, the suffix that is associated with the customer's name. For example: Jr.,Sr., or III.
The suffix values are determined by the configuration. 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. The date of birth is included if specified in the configuration.
Tax / VAT Number
The customer's Tax or Value Added Tax number, if applicable.
Identifies the customer's gender. The gender is included if specified in the configuration. Options:
Send Welcome Email From
If you have multiple store views, identifies the store view from which the Welcome message is sent. If store views are used for different languages, this determines the language of the Welcome email.
Vertex Customer Code
(Requires Vertex Cloud) A unique code that is referenced for customer exceptions. The code can be an abbreviation of the customer name, number, or alphanumeric string.
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. A second line of the street address is available if specified in the configuration.
The city where the customer address is located.
The country where the customer address is located.
The state or province where the customer address is located.
The ZIP or postal code where the customer address is located.
The customer’s phone number that is associated with address.
If applicable, the value added tax number that applies to the customer at this address.
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