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. |
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. |
Contract customer | Enable this if you have a contract with the customer. |
Do not allow invoice | Enabling this will prevent invoices from being created for orders. |
Delivery option | Their default delivery option. If other delivery options are available, the customer can select them in the checkout. |
Customer specific currency | 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. |
Price list | Which of the 10 price lists they will see in the store. |
Allow rent | 'Rent' allows the customer to lease the goods from you. This option has three settings; |
Hide 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. |
Customer 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 Documents & Pages. |
Title of extra tab | If you have given the customer their own tab, this sets the label on the tab. |
Language | 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 CNET-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. |
Attest
Feature | What it does |
|---|---|
Require product repurchase attest | Setting this to No will allow a customer to purchase a previously bought product again, without needing approval from an attester. Note that this only works on products where the price has not changed since the last attested purchase. |
| Allow customer to choose attester | If this is set to "Yes" the users on the customer are allowed to select their own attester. |
For more information on Attest 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. |
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 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 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 | 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 purchase 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. |
| Allow choice of distributor | Will allow the user to select a preferred supplier when buying a product (from the product card in front end). The reseller's margin will also be displayed. Note that this does not force an administrator to order from this specific distributor, but prices will be calculated based on the end user choice. |
Contact info
Info
Fields with an asterisk* beside them are mandatory & must be complete before the customer can be saved.
The majority of settings on this page should be self explanatory.
The 'Delivery address for the distributor' will override the delivery address that the customer enters when a white label order is sent online. This can be used when you want all white label orders to come to your warehouse first, for example.
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 attests
In order to enable attesting on a customer, one or more users who are connected to the customer have the role attester 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 attest. On this page you can now set the break point and attester for the user.
As an attester you find your attests under My pages - Attests.
OPGs
| Function | What it does |
|---|---|
| OPG / BID customer id | If the customer have a OPG / 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. |
| OPG's / BID's | Here you can find and add the relevant OPG's / BID's for the customer. |
Focus assortments
This is a quick easy way to connect Focus assortments to the customer account.
