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Customer Profiles
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Customer Profile Options
This Section contains 6 options to assist in managing customer profiles. They are:
Export | Pricing Tiers |
Import | Send Password NoticeManage |
Loyalty | Settings |
The following is the Customer Profile Management scren
Manage |
Export Customer Profiles
The customer profile export utility allows you to quickly generate an Excel Spreadsheet or CSV file of all the information contained within your customer profiles. A quick way to update a lot of information is to generate a spreadsheet with this utility, edit the spreadsheet, and then import the information back into UltraCart. Click on the Export
link to create your spreadsheet. The following screen will appear.
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Related: Customer Profiles Import Tutorial
Manage Customer Profile
If this is your first visit to the Customer Profiles screen and you have none created, this is how your screen will appear.
New Customer Profile
Clicking the new button will present a blank form to be completed and saved. We have split the screen into two sections in this document for ease of viewing.
Section one contains fields for general information about your customer, Check Boxes to indicate what options you want them to be allowed included pricing tiers, shipper account numbers, and Order/Quote History. QuickBooks fields only appear if you have configured UltraBooks (export to QuickBooks) on your account.
Edit Customer Profiles
Clicking the Manage button provides a searchable list of all the created customer profiles. This includes those created by customers as they order, profiles you've entered manually, wholesale signup and customers assigned to pricing tiers.
A button is provided to the Left of each customer name to allow you to Edit
the customers information. The customer profile screen will appear with all the existing information in place for you to edit.
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Loyalty
The Loyalty program provide a way to reward customers for their patronage. The customer can accumulate points that they will then be able to redeem for purchases within your store.
For more about the Loyalty program, see the following 'help' doc: Loyalty Program
Manage Customer Profiles
The customer profile manager is the place you'll use to search, create, edit and delete customer profiles:
Customer Profile Menu
The menu at the top right portion of the page provides options for:
- Searching Profiles
- Modifying the Profile Table layout
- Creating a new profile.
Searching customer profiles
Clicking the magnifying glass icon will open the search form:
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You can use the asterisk * character (shift+8 on keyboard) as the search wildcard. Example: |
Configure Columns for the Customer Profile Table
Clicking the middle button will open a dialog window for editing the columns that will be displayed in the customer profile table:
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Blue indicates that the column is enabled, and a grey color indicates that the column disabled. |
Creating A New Customer Profile
Clicking the third button (the '+' symbol) will open the customer profile editor:
The dialog window will prompt you with the essential fields:
Field | Description |
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First Name | optional |
Last Name | optional |
Required Field | |
Password | Required Field |
Phone | optional |
Company | optional |
You'll have the option of performing a quick add with just those basic fields
Profile Editor
The Profile Editor has 11 tabs:
Tab | Description |
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General | This tab contains the Customer login credentials and other customer information. |
Billing | Billing Address books and also Checkout & Payments settings for the customer. |
Shipping | Shipping Address Books and Shipping options. |
Accounting / Tracking | QuickBooks, Affiliate and Sales Rep assignment, and Loyalty / Cashback ledger. |
Orders | Order history associated with customer profile. |
Quotes | If Quote Requests are enabled, Quotes for the customer are viewable here. |
Reviews | If Product Reviews are enabled, Reviews and reviewer details are displayed here. |
Uploads | File attachments, such as resales certificates are viewable here. |
Taxes | Reseller Tax ID number, Avalara & TaxJar codes configuration. Tax Exemption configuration. |
Software | If applicable, Software Entitlements are viewable here. |
Activity | View the shopping and sales activity captured by UltraCart Analytics. |
Pricing Tiers
In this section a merchant can create pricing tiers for volume (discount) pricing. Typically pricing tiers are created when a merchant is selling B2B in some fashion.
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Related: Configuration - Customer Profiles