Customers
Info
The customers section is what it says on the tin. This section is all about your customers - their contact details & their settings.
Customer info
Feature |
What it does |
---|---|
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 |
Lets you store notes & comments against their account. |
Registration date |
The date the customer was registered in Nettailer. |
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. |
Customer group |
What customer group they belong to. |
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; |
Exempt from small order charge |
If you use a small order charge, enabling this will make the customer exempt from it. |
Want info |
Whether the customer wants to receive marketing emails or not. |
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. |
NO notification on order change |
Enable this to prevent the customer receiving emails when their orders change status. |
Allow to place freetextorders |
Enable this if you want to allow the customer to enter free text on orders. |
Hide Buybutton |
Enable this to hide the buy button & prevent the customer placing orders through Nettailer. |
Lock login settings |
Enable this prevent the customer from being able to change their username or password. |
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 document. |
Title of extra tab |
If you have given the customer their own tab, this sets the label on the tab. |
Language |
If you have multiple languages enabled, this sets their default language. |
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. |
Send order confirmation by e-mail |
This sets whether the user will be emailed an order confirmation or not. |
Send invoice to customer by e-mail |
This sets whether the user will be emailed an invoice or not. |
Send invoice by e-mail when this customer attest an order |
This sets whether the user will be emailed an invoice when they approve an order. |
Send order confirmation by e-mail when this customer attest an order |
This sets whether the user will be emailed an order confirmation when they approve an order. |
Display options
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 |
---|---|
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. |
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.
User info
Feature |
What it does |
---|---|
Active |
If this is disabled, the customer will not be able to log in. |
Username |
The username used to log in to the site. |
Password/Confirm password |
The password used to log in to the site. |
Roles |
Customer group admin will allow the customer to create other user accounts in the same customer group. |
Focus assortments
This is a quick easy way to connect focus assortments to the customer account.