Info
This section is all about your customers - their contact details & their settings.
Customer info
Feature | What it does |
|---|---|
Active | If this is disabled, the customer will not be able to log in. |
Customer no. | Their account number. |
| Customer GLN code | |
Company name | The name of the company they work for. |
Org. no. | Their organisation number. You can use this as their company's account number, VAT number of corporate registration number. |
Notes | Let's you store notes & comments against their account. |
Customer type | Whether they are registered as a Company or a private individual. |
Payment option | Their default payment type. If other payment options are available, the customer can select them in the checkout. |
Do not allow invoice | Enabling this will prevent invoices from being created for orders. |
| Message upon login as a customer | Message that is shown as a popup when login to the customer. This is only shown to administrators. |
Delivery option | Their default delivery option. If other delivery options are available, the customer can select them in the checkout. |
Customer specific currency (add-on feature) | Their default currency. If you have allowed customers to change currency in the basket, the customer can change this in the store. Additional function - Multiple currencies - with multiple currencies you, as shop owner, may set up the currency for specific customers. See currencies, rates and latest updated in Settings > Currencies |
Customer group | What customer group they belong to. You create the customer groups under Users / Customer groups. If the customer is linked to a customer group, there is also the possibility that the customer inherits display options from the customer group. |
Sales person | The name of their account manager. |
| Verva | Used only on the Swedish market. |
| Ignore Verva-max | Used only on the Swedish market. |
| Show only Verva | Used only on the Swedish market. |
| Verva discount % | Used only on the Swedish market. |
| Sales team (add-on feature) | The name of the sales team. Additional function - With the "Sales Teams" add-on module, you can create groups of administrators. The advantage of this is that administrators only see orders that are relevant to them. |
Price level | Which of the 10 Price levels they will see in the store. |
Allow rent | 'Rent' allows the customer to lease the goods from you. This option has three settings; |
Show prices | Enable this to prevent the customer from seeing prices. |
Hide my pages | Enable this to prevent the resources box from showing on the homepage. |
Allow partial delivery selected as default | In the checkout there is an option to allow partial deliveries - this modifies the default setting. |
| Content type | Choose between Custom page or Document. |
Custom page | Here you can set the first page that the customer sees when they log in. |
Content on extra tab | You can give customers their own tab which lets them see a specific custom page |
Title of extra tab | If you have given the customer their own tab, this sets the label on the tab. |
Language (add-on feature) | Customer's default language. Additional function - Multiple languages - Just as Multiple currencies this function enables you to add more languages to your shop. Customers will then be able to choose language in front end With both Multiple currencies and Multiple languages enabled you might set a default currency for each language, as seen below. Go to Settings > Languages. *Additional 1WorldSync-accounts are recommended for product information. |
Redirect to on login | This feature enables you to specify where they customer is sent immediately on login. For example you may point them directly to a promotional page, focus assortments or a document page. |
| Users share favorite products | Users share favorite products on a customer means all users with access to the customer will be able to add/remove favorite products. This also affects a user's favorite products on other customer they have access to. |
Approve
Feature | What it does |
|---|---|
Require product repurchase Approve | Setting this to No will allow a customer to purchase a previously bought product again, without needing approval from an approver. Note that this only works on products where the price has not changed since the last approved purchase. |
| Allow customer to choose approver | If this is set to "Yes" the users on the customer are allowed to select their own approver. |
| Permission for seeing other persons approvals for customer admin approvers | Allows Customer admins to see all pending approvals even if this admin has not been specifically selected to approve the order. As customer group - inherit the settings applied at the customer group this customer is attached to. No - Prevents this Customer admin from view other pending approvals. Show - Allows the Customer admin to only view all pending approvals. Approve - Allows the this Customer admin to see and approve any pending orders. |
| Limitation for seeing other persons approvals for customer admin approvers | Limits the option above so that the Customer admin only has visibility off other pending approvals if it is under their approval order value limit. As customer group - inherit the settings applied at the customer group this customer is attached to. No - No limits set, customer admins can see all pending approvals. Below limit - Customer admins may only see pending approvals under their order spending limit. |
For more information on Approve for users look further down on this page.
E-mail options
Feature | What it does |
|---|---|
Additional e-mail address for order confirmation | When an order confirmation is e-mailed - it will also be e-mailed to this address. |
Additional e-mail address for order invoice | When an invoice is e-mailed - it will also be e-mailed to this address. |
Terms & conditions
Feature | What it does |
|---|---|
Link URL | URL for customer-specific terms & conditions (eg. /cms/conditions) |
Show both standard and customer-specific terms & conditions | |
| Label for terms & conditions in checkout | The label of the link to the terms & conditions page |
Display options
There are different ways to decide what a user on a customer should be able to see and / or buy in the shop - everything from users who are allowed to trade freely in the shop to users who can only buy from the customer's focus assortment.
These options have up to four settings;
As shop settings - The customer will inherit the setting from the global shop setting.
As customer group - The customer will inherit the setting from the customer group they are part of.
Yes - The feature is enabled.
No - The feature is disabled.
Feature | What it does |
|---|---|
| Use Responsive | Decides whether the customer will use the responsive or the basic design |
| Show search field | Allows the customer to see the search field |
| Show category tree | Allows the customer to see the category tree |
Show general assortment | If you have created a global focus assortment, you can hide it from the customer here. |
Show focus assortment | If you have created a customer connected focus assortment, you can hide it from the customer here. |
| Show focus assortment link on product | |
Show general promotions | You can stop the customer seeing any global promotions here. |
Show customer specific promotions | You can stop the customer seeing any customer connected promotions here. |
Show most recently sold | If enabled, the recently sold box sits on the left hand side of your store. |
| Show general sections | If you have created global sections, you can hide it from the customer here. |
| Show customer specific sections | If enabled, customer will see customer connected sections. |
Show top sellers | If enabled, the top sellers box sits on the left hand side of your store. |
Show configurators | If enabled, the configurators box sits on the right hand side of your store. |
Pay VAT | If the customer does not need to pay VAT, you can disable it here. |
Default inc VAT | Here you can dictate if the customer sees prices including or excluding VAT by default. |
Lock delivery address | Enabling this means the customer cannot change the address that goods are delivered to. |
Lock invoice address | Enabling this means the customer cannot change the billing address. |
Create quote | Enabling this means that the customer can create their own quotes. |
| Responsive profile (add-on feature) | Shows which graphical profile the customer has. Additional feature - Customer Unique Profiles - Allows you to create multiple graphical profiles and connect to different customers. This functionality can also be combined with Customer Unique URL´s. |
| Delivery options according to | Choose which delivery option are available to the customer. |
| Show terms & conditions | Choose if the customer must agree to the purchase conditions before sending their order. |
| Show Email grabber | Choose if you want the Email grabber to be shown after the users on the customer have logged in. |
| Customer-changer display options | This setting is used to determine what information to show in the customer-changer. |
| Share Saved Baskets | Lets user and customers share Saved Baskets if users, customer, groups or shop settings are set to true. |
Two-factor required ADD-ON | Select whether two-factor authentication should be enabled for the customer. |
Bottom bar
In this section you can link restrictions, category groups and delivery methods. All the customer's orders are also listed here.
Info
Files ADD-ON
The documents uploaded to the customer are then visible in a list on the same tab and can be downloaded and deleted. You can choose whether the document should be visible to the Customer or not in the front end.
Document uploaded can be shown as part of "special order routines" alert in order admin
Addresses
Feature | What it does |
|---|---|
GLN | Field for customer GLN address. |
Code | Often used with ERP-integrations to identify an address. |
| Default address | Whether the address is default of not. The address selected as default will be used as default for every user in the customer as long as the user doesn't have its' own default address |
| Use Cross-shipment address | Select whether cross-shipment address should be used or not. |
Users
Add the users who will be available to shop as the customer. You can add users who are already connected to other customers.
User approves
In order to enable approving on a customer, one or more users who are connected to the customer have the role approver and at least one user must be customer admin.
Logged in as the customer admin, go to My pages - Users. Click on the name on the user who you want to approve. On this page you can now set the break point and approver for the user.
As an approver you find your approves under My pages - approves.
BIDs
| Function | What it does |
|---|---|
| BID customer id | If the customer have a BID number it can be added here. This allows the Nettailer to look for bids which belong to the customer and add them automatically. This ID is only available from TechData at the moment. |
| BID's | Here you can find and add the relevant BID's for the customer. |
Focus assortments
This is a quick easy way to connect Focus assortments to the customer account.
