Overview
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 your ERP. There is also at least one Customer Code to 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 online, whether manually or via self-registration, they must be assigned to at least one Customer Code. If they are linked to one Customer Code only, this will automatically be set as their default Customer account. If a user is linked to more than one Customer account, any of these can be set as the default. 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.)
Setting the default Customer for self-registered users
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 opting to create an account when an order is submitted.
Both 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 made to your site, this Customer Code is 'WEBSALES'.
More about assigning the default Customer account...
B2C Users
B2C 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.
B2B Users
B2B users are trade users linked to businesses. Typically, Customer Codes assigned to B2B users are connected to businesses. 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 Customer Code. If they do not enter a valid Customer Code or 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 change manually in the CMS.
Step-by-step guide
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 current default Customer account is listed in Default Customer Account. Select an alternate from the dropdown list.
- To save the change, click Save & Exit. If the new default account does not exist in the Customer Details section, it will be added upon saving.
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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