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Every registered Website user is linked assigned to at least one Customer account (with a unique Customer Code). This association is important because when a user is logged on to your website, some features, functions, and even price levels (plus more) can partly be set by Customer-level settings. It becomes even more critical if your site has a mix of B2B, B2C and staff users. Most Customer Codes are associated with your particular customers and may reflect those used in your ERP. There is also at least one default Customer Code to cover assign to B2C users and depending on your business requirements, one or more, for use with staff users. This procedure is critical for determining a user's access to features, functions, and even prices (plus more) that are based on Customer settings.
When a user is added to the systemonline, whether manually or initiated by the customervia self-registration, they must have be linked assigned to at least one Customer Code. If they have are linked to one Customer account Code only, this will automatically be set as their default Customer account. If a user is linked to more than one Customer account is added for the user, any of these can be set as the default. When a user first logs onto your site, they are automatically taken to into their default Customer account. (If they have other Customer accounts, they can switch accounts at any time.)
Setting the default Customer for self-registered users
Visitors to your Customer Self Service eCommerce Platform website can register for a user account. This occurs Your administrative staff can manually add or bulk upload users and assign them to Customer accounts. These are often how B2B users are populated on your website.
A visitor to your website can also initiate user account creation. This is done by filling in the form in the Register page or by selecting opting to create an account when they submit an order . Once they have submitted the Register form or their order, the system creates is submitted.
Both will trigger the system to create a new user account. Depending on your business, B2C and B2B users may be distinguished through assigned Customer Codes. However, when When a new user account is created this way, the system automatically assigns the default Customer Code for B2C users to all new users. Unless a custom changes were made to your site, the this Customer Code used is 'WEBSALES'.
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B2C UsersB2C users are standalone purchasers unconnected to any business. They can remain unregistered guest users (Guest users), or sign up for a user account. Once they have submitted the Register form or their order, a new user account is created for them with the default Customer Code 'WEBSALES'. The standard practice is for this Customer Code to remain their default Customer account. |
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B2B UsersB2B users are trade users linked to businesses. Typically, Customer Codes assigned to B2B users are connected to businesses. |
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When a B2B user |
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self- |
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registers on your website |
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, the standard registration form is supplied with a field to enter the Customer Code, if known. This is for users whose businesses may already be in the system and they know the Customer Code. If they do not enter a valid Customer Code or |
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leaves this blank, their user account will be created with the initial default B2C Customer Code 'WEBSALES'. This is a placeholder default account that administrative staff can |
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change manually in the CMS.
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Step-by-step guide
If the User is with a business that has unique Customer Codes for different branches and related businesses, or they are associated with more than one company, multiple Customer accounts can be added in their User account. Their default Customer account can be changed to another Customer Code when requiredThis guide provides instructions on changing the default Customer account for a User.
To change the default Customer for a User:
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