The first task when creating a new customer account is to enter the main details for the account. These are entered in the 'Account' tab of a customer account. Once you have set up this information, you can then create the individual log-ins for the different buyers there may be within this account. An account can have multiple buyers.
The settings within the 'Account' tab ('Operations | Customer Accounts') are described below:
|
Field |
Meaning |
|
Name |
Enter the name for the account. This is copied into the 'Account Name' field at the top of the 'Edit Customer' window. |
|
Status |
Select either 'Suspended' or 'Active' for the customer status. If an account is suspended then customers will not be able to log in online. You can suspend individual buyers within the 'Buyers' tab. |
|
Customer Group Customer Groups are not available in Actinic Catalog. |
Select the customer group for this account from the drop-down. You create customer groups with 'Marketing | Customer Groups' (see Customer Groups). The default is 'Retail' (or whatever name you use as your base customer group). |
|
Payment Method |
Select the default payment method that will be pre-selected for this customer account in the checkout. To add additional choices to this list go to 'Business Settings | Payment and Security' tab and add it to the 'Payment Method' list. For more details go to Selecting Your Online Payment Methods. If you tick the 'Limit to Defined Customers' box for any of the payment methods then the customer account will only see that payment method if it is selected in the 'Payment Method' field for the customer account. |
|
External Reference |
Use this field if the customer account already has an account number in an existing financial system. |
|
Notes |
A free-format text area for any other information you wish to record about this account. |
Within this tab there is also a 'Main Account' area where you can set up the main contact details for this account. This main account can receive a copy of all the email receipts that are sent to the buyers, and they can also be sent all the invoices for all the orders placed at this account.
The settings within the 'Main Contact' area are described below:
Note: * indicates a required field.
|
Field |
Meaning |
|
Salutation |
Enter Mr / Mrs / Ms / etc, or leave blank. |
|
Name* |
Enter the name of the main contact. |
|
Title |
The position held by the main contact e.g. Financial Controller / Accounts Payable |
|
Telephone* |
Enter the telephone number for the account. |
|
Fax |
Enter the account Fax number where applicable. |
|
Email* |
Enter the Email address for the main contact or company. |
|
Send Email for Every Order Placed |
Select this box if the main contact requires notification of all orders placed by the registered company buyers. Buyers can also be sent a confirmation email to their personal address. Note: If you are using a PSP then the email will be sent after the authorization call back is made. |
|
Invoice Address |
Select the invoice address (from the addresses created in the 'Address' tab) that will be used when the invoice is to be sent to the main account contact. You need to create some addresses within the 'Address' tab before you can select one here. You need to select one here before Actinic will let you close the window without giving you a warning. |
|
Only Invoice Address |
Select this box if the main account contact is the only person to whom invoices should be sent. If you select this box, then you will not be able to select an invoice address for the buyers in the 'Buyers' tab. |