Creating an Individual 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 Admin, 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 Customer Accounts.

Create an Account

Method 1: Create Account from Storefront

  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.

    Personal Information

  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.

    Sign-in Information

  5. Enter a Password that includes three of the following types of information:

    • Lowercase characters
    • Uppercase characters
    • Numbers
    • 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.

Method 2: Create Account from Admin

  1. On the Admin sidebar, tap Customers. Then, choose All Customers.

  2. Tap Add New Customer.

Step 1: Complete the Account Information

Customer Information

  1. In the Account Information section, do the following:

    • For a multisite installation, set Associate to Website to the website where the customer account applies.
    • If applicable, assign the customer to a different Customer Group.
    • 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
    • Email
  3. Complete the optional fields as needed:

    • Name Prefix
    • Middle Name/Initial
    • Name Suffix
    • Date of Birth
    • Tax/VAT Number
    • Gender
  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.

    Customer View

Step 2: Complete the Address Information

  1. In the panel on the left, choose Addresses. Then, tap Add New Addresses.

  2. If the same address is used for both billing and shipping, toggle both options.

    • Default Billing Address
    • Default Shipping Address

    Add an Address

  3. Scroll down and complete the required address fields in the second column.

    • Street Address
    • City
    • Country
    • State/Province
    • ZIP/Postal Code
  4. Enter the Phone Number for this address.

  5. If applicable, enter the VAT Number associated with the customer.

  6. If this is the only address that is needed for the account, tap Save. Otherwise, tap Save and Continue Edit. Repeat to add additional addresses.

    The new address displays in the Addresses view with the selected Default Billing and Default Shipping addresses above the full list.

    Addresses view

    The new customer account now appears in the Customers grid.

    Customers grid

Step 3: Reset the Password

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 menu bar at the top of the page, click Reset Password.

  4. Notification is sent to the account owner, with instructions for setting the password.

Button Bar

Additional buttons become available when the profile is saved for the first time. To learn more, see: Updating a Customer Profile.

ButtonDescription
BackReturns to the Customers page without saving changes.
Delete CustomerDeletes the current customer. Completed orders associated with the customer are not removed.
ResetResets any unsaved changes in the customer form to their previous values.
Create OrderCreates a new order for the customer.
Reset PasswordSends a reset password link to the customer by email.
Force Sign-inRevokes the OAuth access tokens that are associated with the customer account. This can be used only with customer accounts that have been assigned OAuth tokens, as part of a Web API integration. To learn more, see: OAuth-based authentication.
Manage Shopping CartAllows the administrator to manage the shopping cart for the customer.
Save and Continue EditSaves changes, and keeps the customer profile open.
Save CustomerSaves changes, and closes the customer profile.

Field Descriptions

FieldDescription
Account Information
Associate to WebsiteIdentifies the website associated with the customer account.
GroupIdentifies the customer group to which the customer belongs. If applicable, mark the checkbox to disable automatic group change based on VAT.
Name PrefixIf 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.
First NameThe customer’s first name.
Middle Name / InitialThe middle name or initial of the customer.  This field is included only if specified in the configuration.
Last NameThe customer’s last name.
Name SuffixIf 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.
EmailThe customer’s email address.
Date of BirthThe customer’s date of birth. The date of birth is included if specified in the configuration.
Tax / VAT NumberThe customer's Tax or Value Added Tax number, if applicable.
GenderIdentifies the customer's gender. The gender is included if specified in the configuration. Options: Male, Female, Not Specified
Send Welcome Email FromIf 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.
Addresses
New AddresseesIdentifies the type of new address. Options: Default Billing Address, Default Shipping Address
Add New AddressesDisplays another New Address section to identify the type of the address to be entered.
CompanyThe company name, if applicable for this address.
Street AddressThe street address of the customer. A second line of the street address is available if specified in the configuration.
CityThe city where the customer address is located.
CountryThe country where the customer address is located.
State/ProvinceThe state or province where the customer address is located.
Zip/Postal CodeThe ZIP or postal code where the customer address is located.
Phone NumberThe customer’s phone number that is associated with address.
VAT NumberIf applicable, the value added tax number that applies to the customer at this address.