Understanding customer accounts
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 page:
To access the Manage Customers page in Alpha:
- Go to the Customers tab. You can filter your search here to find specific customers. Show me a sample page.
- 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:
- From the Manage Customers page, you can click Edit to edit a customer’s information. You will be redirected to the Customer Details page. Show me a sample page.
To access the Manage Customers page in Delta:
- Go to Customers > Manage Customers. You can use the default or custom filters to find specific customers. Show me a sample page.
- 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:
- From the Manage Customers page, you can click the customer’s ID to edit a customer’s information. You will be redirected to the Customer Details page. Show me a sample page.
Creating a customer account
You can create a customer account in two ways:
- Manually create an account
- Import customer accounts in bulk
To manually create an account:
To manually create an account in Alpha:
- Hover over the Customers tab > Click Add New Customer.
- 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.
To manually create an account in Delta:
- Go to the Manage Customers page > Click the Add icon.
- Click Retail or Wholesale.
- Select the Company from the dropdown menu.
- Enter the First Name, Last Name, Email, and Business Name.
- Click Save. You will be redirected to the Customer Details page, where you can click Edit to add more information into the appropriate fields.
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 begin importing customer accounts:
To import customer accounts in Alpha:
- Go to Customers > Import Customers.
- Select a File Type > Click Download Template to download a template file.
- 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.
- Save the file.
- Click Select File > Select the file > Upload Customers.
To import customer accounts in Delta:
- Go to Customers > Tools > Import Customers.
- Select a File Type > Click the Download icon to download a template file.
- 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.
- Save the file.
- Click the Select File icon > Select the file > Import.
Understanding customer groups
Customers groups can be created to help organize and filter your customer list. To create a customer group:
To create a customer group in Alpha:
- Go to the Customers tab > User Groups.
- Enter a Group Name > Click Create New Group.
- You can click Edit to view/edit a group’s information. You can also check a group > Action menu > Delete > Go to delete a group.
To create a customer group in Delta:
- Go to Customers > Customer Groups. From here, you can check a group > Action icon > Delete to delete a group. You can also click an ID to view/edit a group’s information.
- Click the Add icon.
- Enter Customer Group Name > Create.
Adding customers to a group
You can add customers a group in bulk or individually.
To add in bulk, the customer group must already be created. New and existing customers can be added to groups in bulk through the the import customers feature. Simply enter the appropriate group name into the column UserGroupName.
To add manually, the customer account must already be created. You can add customers individually in two ways:
- On the Manage Customers page, check your customers and select the action Add to Group. From there, you can add to an existing group or create a new group.
- On the Customer Details page:
- Alpha: Select the group from the Add user to Group dropdown > Save.
- Delta: Click Edit > Customer Groups panel > Add icon > You can add to an existing group or create a new group > Save.
