eCommerce - Customer Administration

NOTE: Depending on the settings of your installation, customers may be able to create thier own user accounts. The customer administration features may differ slightly from those described here.

Choose “Customer Administration” from the Main Menu.

To add a new customer, click the “Add New Customer” link at the upper left corner of the Customer Administration page.

Customer ID - This is the unique identifier for this customer. If you are using the Order History module in your eCommerce system, this value must match the customer ID used in the order history upload exactly, including case.

Email - This is the customer's email address, and will be used as their login name. If the customer does not have email, use this field to enter the desired login name for this customer. NOTE: when an email address is not used, this field must contain a login name that does not include the character '@'.

Password - This is the initial password for this user, displayed in plain-text on your screen. You must provide the customer with this password so he/she may login to the web site. NOTE: Passwords are case sensitive.

Status - Customers can be either active or inactive. Because it is not possible to delete a customer, in order to restrict the ability of the customer to login to the web site, you must set the account status as inactive. No order data will be lost by setting an account as inactive.

To edit an existing customer, click “Edit” next to the customer you wish to change in the Customer Administration page. You will be taken to the same add/edit screen described above, and the form works exactly the same way.

You may not change the Customer ID in the edit mode!

To reset a customer's password, follow these steps, starting from the Main Menu

• Click “Customer Administration”
• Click “Edit” next to the customer who's password you would like to reset
• Change the password field to the desired new password
• Click “Submit”

As described earlier, the Customer ID is the unique identifier for each customer. No two customers may share a Customer ID.

If you need to change the Customer ID, follow these steps.

• Click “Change Customer ID” from the Main Menu
• Click “Change ID” next to the customer who's ID you wish to change
• Insert the new Customer ID and click Sumbit. NOTE: Customer ID's must be unique, no two customers can have the same ID.

NOTE: Requires the eCommerce Points Module.

Customer points are automatically tallied for online orders. To manually adjust points totals, follow these steps.

• Choose “Update Customer Points” from the Main Menu
• Click “Update Points” for the appropriate customer
• Enter the new total points for the customer and click “Submit.”

NOTE: This operation cannot be undone.