Customer Profiles

Customer Profile Options

This Section contains 6 options to assist in managing customer profiles. They are:

Export	Manage (Legacy)
Import	Pricing Tiers
Loyalty	Send Password Notice
Manage	Settings

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.

Import Customer Profiles

Using this tool, you can import an Excel Spreadsheet or CSV file containing your customer profile information, and the profiles will be automatically be created or updated with the specified information.

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 Profile (Legacy)

LEGACY SCREEN

This is for the Legacy version of the Customer Profile manager. For the new Customer profile manager, please see the section at the top of the page.

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.

There is also a delete button for removal of the customer profile. This action is not reversible so make certain you are clicking on the one you want to remove.

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.

Think of a pricing tier as a group that someone belongs to such as (Reseller, Wholesaler, Distributor, etc.).

Related: Pricing Tier Configuration

Send Password Notice

The "Send Password Notice" allows for the configuration of 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 an external system.

Settings

This is the page where you can Enable and/or Require Customer Profiles at the checkout process. The Settings page also allows for the configuration of the "My Account" customer portal. Other features are:

wholesale (pricing tier) sign up
assignment of override URLs to the wholesale signup
login in links.