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Every registered Website user is assigned to at least one Customer account (with a unique Customer Code). Most Customer Codes are associated with particular customers and may reflect those used in be from your ERP. There is also at least one default Customer Code to assign , usually that assigned to B2C users, and depending on your business requirements, one or more, for use with others for staff users. This procedure Apart from accounting purposes, assigning users to Customer accounts is critical for determining a user's access to features, functions, and even prices (plus more) that are based on Customer settingswhen logged into your site.
When a user is added online, whether manually or via self-registrationcreated on the Customer Self Service eCommerce Platform, they must be assigned to at least one Customer Code. If they are linked to one a single Customer Code only, this will automatically be set as their default Customer account. If a user is they are linked to more than one Customer account, any one of these can must be set as the default. Setting or changing the default Customer for a user is done by users with the Administrator role.
When a user first logs onto your site, they are automatically taken into their default Customer account. (If they have other Customer accounts, they can switch accounts at any time.)
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Your administrative staff can manually add or bulk upload users and assign them to Customer accounts. These methods are used most often how to populate B2B users are populated on for your website.
A visitor to your website can also initiate user account creation. This is done by filling in the form in on the Register page or by opting to create an account when an order is submitted.
Both processes will trigger the system to create a new user account. When a new user is created this way, the system automatically assigns the default Customer Code for B2C users to all new users. Unless a custom changes were change was made to your site, this Customer Code 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 who are purchasing for a business. If your site allows purchases by Guest users, they remain unregistered. If they 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 and they are assigned to the default Customer Code 'WEBSALES'. The standard practice is for this Customer Code to remain their default Customer account, although this can be changed to suit business practices. B2B UsersB2B users are trade users linked to businesses. Typically, purchasers and so the Customer Codes assigned to B2B users are connected to businessesbusiness Customer accounts. When a B2B user self-registers on your website, 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 new user knows the Customer Code. If they do not enter a valid Customer Code in this field or leaves this it blank, their user account will be created with the initial default B2C Customer Code 'WEBSALES'. This is serves as a placeholder default account Customer Code that administrative staff can change manually in the CMS.
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This guide provides instructions on changing the default Customer account for a User.To change the default Customer for a User:
- In the CMS, navigate to Users → Website Users.
- Use Search to find the user and click Edit.
- The In the Edit User page, the current default Customer account is listed displayed in Default Customer Account. Select To change it, select an alternate from the dropdown list.
To save
thethis change, click Save & Exit. If the new default Customer account
doesdid not exist in the Customer Details section, it will be added upon saving.
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title Click here to see an example...
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title Don't know the Customer Code... 1. As Administrator, login to your website.
2. From the Account Selection menu, select Customer Maintenance.
3. In the Search For box, enter one or more letters and numbers and click Search.
3. The Customers matching the search criteria will be listed. Find the correct one.
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