Creating Customer

To create a new customer account:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click New and select, as required, Individual Customer or Business Customer.
    The corresponding customer detail view is displayed.
  3. In the General tab, specify the required information for the new customer.
    For individual customers, specify at least ID, name, e-mail address and login. Birthday, preferred language, phone/fax numbers as well as the activation flag and the tax exemption flag are optional. For business customers, specify at least ID and company name. Taxation ID, industry, description as well as the activation flag and the tax exemption flag are optional.
  4. Click Apply.
    The new customer account is created. All other tabs become active.
  5. Specify, as necessary, the information in all other tabs.
    Click Apply to save your settings.