Create a customer
Customers in Optimizely Configured Commerce contain customer information (such as Address, Phone Number, and so on), and are assigned to a User. Customer records are versatile and accommodate the following models:
- Single Customer to Single User (such as a typical B2C or direct B2B relationship)
Note
This is the default option when a customer creates an order.
- Single User to Multiple Customers (such as a Configured Commerce implementation where a sales rep needs the ability to place orders for multiple customers)
- Multiple Users assigned to a single customer (such as A department store with multiple buyers)
Customers can be added to the Admin Console in four different ways:
- Prepopulated through an ERP integration.
- Uploaded using a template.
- Automatically when a new customer creates an order.
- Manually via the Admin Console.
Create a customer manually
- Go to Admin Console > Customers.
- Click Add New Customer in the Secondary Header to create a new customer.
- Complete the Customer Information under the Details tab. At a minimum, the following fields should be populated: Customer Number, ERP Bill To Number, Company Name, First Name, Last Name, Address 1, City, State, Postal Code, Country, Email, and Phone.
- To set the Customer as active, ensure the Active toggle reflects Yes.
- If enabled globally, choose if Carry Over Unused Monthly Budgets should be set to Yes to carry over any unused balance to the next month for the customer.
- Under the Other Information header, populate the fields as necessary. At a minimum the Primary Sales Rep should be selected from the drop-down menu.
Note
Ensure the Bill To and Ship To toggles reflect if the Customer records are Bill To, Ship To, or both. When linking a Bill To Customer to a Ship To Customer, they must share the same customer number. Also, the Bill To Customer's "Customer ShipTo" number must be blank or 0, and the Ship To customer's "Customer ShipTo" number must be populated.
- Click Save & Add New in the Secondary Header to save the changes.
After the Customer record is created, additional information can be added to the Customer record. The Customer can be assigned all of the following: Users, Billing Information, Products, Product Restrictions, Restricted Websites, Carriers, or other properties as needed.
Create multiple bill-to addresses for a customer
Create and assign multiple Bill To's to a customer to allow the user to select from a list of Bill To addresses upon sign in. To create multiple Bill To's, follow the instructions above, and mark the record's Bill To toggle as YES. Then, create a second customer record with the same Customer Number. Add a Customer ShipTo Number, and mark the record as a Bill To. Save the record, and assign both records to a user. Sign in to the website with that user's information, and the system prompts you to select one of the two assigned Bill To's.
