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Section one contains fields for enter 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.
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Edit Customer Profiles
Clicking manage the Manage button provides a searchable list of all the created customer profiles. This includes both those created by customers as they order, profiles you've entered manually, wholesale signup and customer customers assigned to pricing tiers.
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There is also a delete button to remove for removal of the customer profile. This action is not reversible so make certain you are clicking on the one you want to remove.
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The "Send Password Notice" allows for the configuration of a an email template to be used in conjunction with mass updating of customer profile passwords. This may be used, for example, after importing customer profiles from a an external system.
Settings
This is the page where you can enable Enable and/or require Require Customer Profiles for at the checkout process. the The Settings page also allows for the configuration of the "My Account" customer portal as well as . Other features are:
- wholesale (pricing tier) sign
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- up
- assignment of override URLs to the wholesale signup
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- login in links.
Related: Configuration - Customer Profiles
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