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Customers

Overview

In Customer section you can manage the customers who represent a group of buyers related to the same business organization: add a new customer and view, edit and delete existing customers, and access the aggregated information about customer users activities and eCommerce operations (requests for quotes, quotes, and sales orders).

You can also quickly get to the customer organization structure, an address book with a preview on the map, customer users:, price lists enabled for the customer, and overview of requests for quote, sales orders, quotes created by and for customer users. Finally, you can get to a summary of activity from every operation triggered by the customer users.

Create a Customer

Note

See a short demo on how to create customers in OroCommerce, or keep reading the step-by-step guidance below.

To create a new customer:

  1. Navigate to Customers > Customers in the main menu.

  2. Click Create Customer.

    The following page opens:

  3. Optionally, select an existing account to help tracking sales actions and metrics for the customer that is a member of bigger customer organization. When remains empty, the new account is created for the new customer automatically.

  4. Fill in the customer Name.

  5. Optionally, add a customer to a customer group if you already have a group with the settings and configuration that fits the new customer.

  6. If you are adding a subsidiary of the existing customer, select Parent Customer.

  7. Assign a sales representative who will be assisting customer users.

  8. Select Tax Code that will label the customer group taxation schema.

  9. Add a billing and shipping address as described in the address book section.

  10. In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.

  11. In the Price Lists section, add pricelists and prioritize them as described in Price List Management for a Customer Group section.

  12. When OroCommerce is deployed with InfinitePay payments support, the customer’s VAT Id shall be captured for their credit worthiness verification. VAT Id should be valid and the billing address should match the one provided for the VAT registration. These are prere uisites to enable payments via InfinitePay for the customer users.

  13. Click Save in the top right right corner of the page.

A new customer is created.

Export

You can export the customer details in the .csv format following the Exporting Bulk Items guide.

Import

You can import the bulk details of updated or processed customer information in the .csv format following the steps described in the Importing Customers guide.

Related Information

Browse maintained versions:
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