Add customer details
- Click Add Customers.
Provide Salutation, First Name, Last Name, Company Name, and Contact number. This information is not mandatory.
Add mandatory fields like Customer Display Name and Customer email.
Check Yes if the customer is willing to accept marketing emails.
Note: This option is only available while adding customers, and not while editing customer details. Customers have the option to modify this option during checkout from the storefront.
Check Enable to access Member Portal. This way, your customers will be able to see all the transactions when logged with their email addresses.
Provide Portal Username.
Click Set Portal Password to provide a password to this customer's account.
8. Select the appropriate option from dropdown list for GST Treatment.
Note: If no tax has been set up for your store, you can do so here by using the link to redirect to the tax setup page.
Provide GSTIN Number, then select Place of Supply from the dropdown.
Select between Taxable or Tax Exempt for Tax preferences.
Select Payment Terms from the dropdown.
Select Price List from the dropdown.
Note: The price list feature will not work for guest customers.
13. Provide Billing and Shipping Address. If it's the same, then select the checkbox Copy Billing Address.
Add Remarks, then click Save.
View customer details
- Go to Settings on the home page.
- Click Customers under General.