When you add a new customer or click into an existing customer, you will see the Customer Details page. This article and video show you how to fill it out and what to do next.
1. Go to your Customers page and select a customer.
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2. You will land on your Customer Details page.
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3. Update customer information.
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Make sure that your customer's default shipping and billing addresses are complete.
- Under Permissions, set the access that you want this customer to have to your stock list, as well as the payment and shipping methods that you want to be available to this customer as they order and check out. Permissions that you set here apply only to this customer. You can set permissions individually for all your customers.
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Add documents for the customer, such as resale certificates, business licenses, and any other documents you require.
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4. Next, you will need to add users.
Adding users to this customer account will allow your customers to browse and purchase from your Stock List. You can choose to send them email invitations when you add them here. Learn how.
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