Creating and Editing Customers

Introduction

Customers in Web Shop Manager serve a variety of purposes. From your customer's perspective, this feature allows them to store billing, shipping & past order information to their account so that it does not need to be entered each time they order from you. If you have an eCommerce that is at the Dealer Level or higher, pricing and access groups can be created which allow you to assign special pricing and restrict access to areas of your site based on access given to your Customer.  

Contents

Overview

In order to create a Customer in WSM you will need access to the "back-end" of your site. Customers themselves have the ability to create their own Customer account when they place an order, but sometimes you may have a list of Customers that you would like to create accounts for.  

Creating Customers

If you would like to add customers to your site you can choose to Import Customers or you can add them "manually". If you would like to add them manually, 

  1. Log into WSM
  2. Hover over Customers in the top navigation
  3. Click on Customers in the drop down list
  4. Click on Add Customer
Basic Customer Settings
*EmailFormat: Text, is Required. 
*PasswordFormat: Text. A password is required to add a customer, but a customer can change their password once they log in. 
*First NameFormat: Text, is Required
*Last NameFormat: Text, is Required
BirthdateFormat: Select Date
Account StatusFormat: Dropdown. Active: Customer can add to cart and checkout. Probation: Customer can add to cart and checkout. Account Status Message will appear, if provided. Hold: Customer can add to cart but not checkout. Account Status Message will appear, if provided. If they attempt to checkout an additional message will appear.
Balance DueFormat: Decimal. Balance due for this customer. When the value is greater than 0.00 the balance due will be displayed on the the My Account screen, when customer is logged into the site.
ActiveFormat: Redio Button. Select from Yes or No to activate or de-activate your customer login. 
NewsletterYou will only see the Newsletter field if the customer has "opted" into your Newsletter. If you are creating a Customer, you will not see this field. 
Advanced Customer Settings
Tax ExemptFormat: Redio Button. Select from Yes or No. Most Customers should be set to No. If you have dealers that have a re-sale license, then they would quailfy for being Tax Exempt. 
Invoice OnlyFormat: Redio Button. Select from Yes or No. When Yes is enabled, the invoice payment option will be the only payment option available to this customer during checkout. Note: The "Invoice" payment option does not need to be enabled in your store configuration for this to work.
Block Free ShippingFormat: Redio Button. Select from Yes or No. When enabled, this customer will NOT be alowed to use the "Free Shipping" shipping method. Note: The "Free Shipping" must be set as an available shipping method in your store configuration to be available to other customers. 
Access GroupFormat: Select Drop Down. Defines the customer group that this customer belongs to. You must first have a Customer Group created for your Add Customer page to have a group to select from. 
Customer NotesFormat: HTML enabled. When entered, the information will be displayed to the client on the My Account, Cart and Checkout screen.
Admin NotesFormat: Text. Admin-only customer reference material. This information is never displayed to customers. 

Customer Accounts Upon Ordering & Editing

When a customer has proceeded to your Checkout, by default they have three choices. 

  • Checkout As Guest
  • I'm an Existing Customer
  • I'm a New Customer


You can control which of these is the default and wheather or not you would like to allow customers to checkout as a guest on the Checkout Tab in your system configuration. If the customer has already placed orders on your site, then they will be able to enter their email address and password to initiate their saved address information to their order. 
If the customer is new and chooses to create an account, their account will be automatically created once their order is placed. Once their account is create, then you as the admin to you site can edit their informtion, expemt them from tax and add them to a customer group from the edit customer screen. To edit a Customer,

  1. Log into WSM
  2. Hover over Customers in the top navigation
  3. Click on Customers in the drop down list
  4. To find your customer you can sort by any of the column headings, or you can use the Search bar 
  5. Once you identify your Customer, click on the Edit icon
  6. Once you make your needed changes, remeber to Save Customer

Impersonating a Customer

From the customer overview page you can click the icon that looks like an ID Card to impersonate a customer. There are several reasons why you may want to use this feature including:

  • View the shopping experience from the customer's perspective to troubleshoot site navigation and checkout processes
  • Assist the customer in completing an order
  • Test any products set to a tiered price group 
  • Test any access levels you have created to restrict pages, products, or categories from being seen or accesses by a particular Customer Group