Customers
Review and manage customer accounts.
Last updated
Review and manage customer accounts.
Last updated
Customer Accounts allow online retailers to incentivize customers to return to their stores for future purchases. By signing up for an account on your store website, customers can save their billing and shipping information to simplify future orders.
Customer Accounts can also view past purchase history and opt into any newsletter or promotional benefits.
To guide customers through this process, follow either of these processes:
When on the website:
Click the sign-in button and choose Create an Account.
Enter the required details and click sign-up.
Follow the email confirmation steps.
Click Go to Sign In.
Enter credentials and click Log-In.
During Checkout:
Select the New Account tab.
Enter account details and click Create Account.
Follow the email confirmation steps.
Click Go to Sign In.
Enter credentials and click Log-In.
Once created, you can assist customers in managing their accounts using the Customer tab edit feature. However, for security purposes, customers must handle any email changes.
To do so:
Select the desired customer.
Click the Edit button.
You can set an activity status for customer accounts depending on account usage or customer request.
To do so, go to the Customer tab of the Navigator Window, then:
Select the customer.
Click the Edit button.
Select current status.
Press Return.
Group Accounts allow multiple users to handle orders within one account, making it easier for larger organizations to manage their purchases all in one spot.
If a customer needs assistance requesting group account access, you can guide them through the process using the following steps.
Open the website in an Internet browser.
Sign in to a personal account.
Navigate to the Group Sign-up page.
Enter the account details.
Click the Submit Request button.
Once requested, a blue Bell icon will appear in the Customer tab next to the customer account.
Then, to review and approve the new Group Account:
Click the Bell Icon.
Confirm the request.
Guest Accounts are created when customers progress through a purchase without signing up for an account. Once the transaction is complete and they have received their products, guest accounts expire.
