Customer no.

Their account number.

Company name

The name of the company they work for.

Org. no.

Their organization 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.

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;
As customer group - This will align the setting to match the customer group that the customer is a part of.
Yes - This will allow the customers to see the rent options.
No - This will not allow the customers to see the rent options.

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.

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.

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.

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.
Approval means that the customer will be emailed details of orders which their staff want to place so they can be approved.