Customer Accounts Configuration


Overview

You can create an account for every customer. Each account holds important information, including contacts, addresses, and shipping. This powerful tool offers search options and marketing solutions. It also simplifies phone or email orders by automatically entering customer information and creating an order history.

You can create customer accounts manually or in bulk.

Create Customer Accounts Manually

To manually create an account:

  1. Go to Customers > Manage Customers > Click on the Add icon at the lower-right corner. From this page, you can use the default or custom filters to find specific customers.
  2. Select Retail or Wholesale.
  3. Select the Company from the drop-down menu and populate the other fields.
  4. Press Save. You will be redirected to the Customer Details page, where you can click Edit to add more information into the appropriate fields.The image show the Create New Customer window.

Import Customer Accounts in Bulk

Importing customer accounts to Sellercloud saves you time by letting you upload customer information in bulk. You can import a list of customers with their addresses, mark customers as wholesale, and more.

To import customer accounts:

  1. Go to Customers > Tools > Import Customers.
  2. Select a File Type > Click the Download icon to download a template file.The image shows the Download button on the Import Customers page.
  3. Enter your information into the template.
    • Required for non-wholesale customers: Fill in the customer’s FirstName and LastName.
    • Required for wholesale customers: Fill in the customer’s BusinessName.
    • Required for all customers: Fill in the customer’s Email.
    • To mark a customer as wholesale, enter 1 or True into the IsWholeSale column.
    • Enter DeleteAddresses into the Action column to delete a customer’s address.
    • To mark a customer as tax-exempt, enter True into the TaxExempt column. To mark them as not tax-exempt, enter False.
    • To add a customer to a group, enter the appropriate group name into the column UserGroupName.
    • To allow unpaid orders to be shipped for that customer, set the AllowShippingUnPaidOrders column to True. By default, this option is set to False.
  4. Save the file.
  5. In Sellercloud’s File field, select the file, and click Import.

Manage Customers

You can export customer information, add customers to groups, hide and unhide (using the Include Hidden Customers filter), merge, create, and delete customers. These options become available when you go to Customers > Manage Customers > Select the IDs > Click on the Action menu at the lower-right corner.

You can also access the Customer Details page by clicking on an ID. The Customer Details page allows you to view and edit individual customer information, such as shipping preferences, contact information, and user groups.The image shows the Customer Details page.

Overview

You can create an account for every customer. Each account holds important information, like contact, addresses, and shipping. This powerful tool provides you with search options and marketing solutions. It also simplifies phone or email orders by automatically entering customer information, and creating an order history.

Understanding the Manage Customers and Customers Details pages

The Manage Customers page lets you manage all your customers. You can perform a number of actions on this page, such as:

  • Add customers to groups
  • Export customer information
  • Merge customers
  • Access the Customer Details page

The Customer Details page lets you view and edit individual customer information, like:

  • Shipping preferences
  • Contact information
  • User groups

To access the Manage Customers page:

  1. Go to the Customers tab. You can filter your search here to find specific customers.
  2. From this page, you can check customers and navigate to the Action menu to perform individual or bulk actions.

To access the Customer Details page:

  1. From the Manage Customers page, you can click Edit to edit a customer’s information. You will be redirected to the Customer Details page.

Creating a customer account

You can create a customer account in two ways:

To manually create an account in Alpha:

  1. Hover over the Customers tab > Click Add New Customer.
  2. Email, First Name, and Last Name are required fields > Save. You will be redirected to the Customer Details page, where you can continue to add information.

add new customer

Importing customer accounts

Importing customer accounts to Sellercloud saves you time by allowing you to upload customer information in bulk. You can import a list of customers with their addresses, mark customers as wholesale, and more. Simply download a file template, populate the fields, and upload it into Sellercloud.

To import customer accounts:

import customers

  1. Go to Customers > Import Customers.
  2. Select a File Type > Click Download Template to download a template file.
  3. Enter your information into the template.
    • Required for non-wholesale customers: Fill in the customer’s FirstName and LastName.
    • Required for wholesale customers: Fill in the customer’s BusinessName.
    • Required for all customers: Fill in the customer’s email in Email.
    • Enter 1 or True into the IsWholeSale column to mark a customer as wholesale.
    • Enter DeleteAddresses into the Action column to delete a customers address.
    • Enter True into the TaxExempt column to mark a customer as tax exempt. Enter False to mark them as not tax exempt.
    • Enter the appropriate group name into the column UserGroupName to add a customer to a group.
    • The column AllowShippingUnPaidOrders is set to False by default. If set to True, it will allow unpaid orders to be shipped for that customer.
  4. Save the file.
  5. Click Select File > Select the file > Upload Customers.

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