Customers

Adding a new customer

1. Press Add.

2. Enter User (e-mail address),
3. Enter Password,
4. Repeat Password,
5. Tick Confirmed,
6. Tick Verified,
7. Press Save.

---

A customer will receive an e-mail

Editing a customer

Adding billing data

Select Billing data

1. Enter Company name,
2. Enter Name and surname,
3. Enter Address,
4. Enter Address more,
5. Enter Region,
6. Enter Postal code,
7. Enter City / Town,
8. Select Country,
9. Enter Phone number,
10. Enter VAT ID,
11. Enter PESEL,
12. Press Save.

Adding a customer's alternative billing data

Select List of billing data

1. Press Add a new billing data,
2. Tick Default,
3. Enter Company name,
4. Enter Name and surname,
5. Enter Address,
6. Enter Address more,
7. Enter Region,
8. Enter Postal code,
9. Enter City / Town,
10. Select Country,
11. Enter Phone number,
12. Enter VAT ID,
13. Enter PESEL,
14. Press Save.

Adding delivery data

Select Delivery data

1. Enter Company name,
2. Enter Name and surname,
3. Enter Address,
4. Enter Address more,
5. Enter Region,
6. Enter Postal code,
7. Enter City / Town,
8. Select Country,
9. Enter Phone number,
10. Press Save.

Adding a customer's alternative delivery data

Select List of delivery data

1. Press Add a new delivery data,
2. Tick Default,
3. Enter Company name,
4. Enter Name and surname,
5. Enter Address,
6. Enter Address more,
7. Enter Region,
8. Enter Postal code,
9. Enter City / Town,
10. Select Country,
11. Enter Phone number,
12. Press Save.

Adding a customer's general discount

Select Discount

A customer's general discount has a higher priority than a discount group to which a customer is assigned.

For example, if a customer is assigned to a discount group - 40%, but his general discount is set at 15%, a customer has a 15% discount on the products.

1. Press General discount,

2. Enter General discount for this user [%],
3. Press Save.

---

Customer can find an information about a discount in user's panel.

Check out discounts documentation.

Assigning a customer to a discount

Select Discount

1. Tick Discounts,
2. Select Add to the group,
3. Confirm that You are sure you want to add a customer to the selected discounts.

---

Customer can find an information about a discount in user's panel.

Check out discounts documentation.

Setting a wholesaler

Select Wholesale customer

1. Select Wholesale customer,
2. Press Save.

Check out how to add product wholesale prices.

Customer configuration

In administration panel go to Configuration => Configure modules

Select Customers module

---

User's form configuration

1. Tick Show additional adress line,
2. Tick Show region,
3. Tick Show PESEL,
4. Tick By default, the client is a company,
5. Tick Require phone number,

Phone number is required when registering a new user and placing an order.

6. Press Save.

Enabling Google sign-in

1. Tick Enable the ability to log on google,
2. Enter Google client ID,
3. Enter Google secret,
4. Enter Google developer key,
5. Press Save.