When you create a new customer, you create a customer profile, which is a summary of a customer’s contact information, default shipping address, and billing address. It also includes information about the customer’s activity on your site, such as the customer’s order history.
When you create a new customer profile, if you are using multiple sites and profile realms, you must make the new profile while you have the desired site current in the global context area.
To create a new customer profile:
Click the Customers button.
Use the pop-up menu and select Create New Customer.
The system displays the Customer Information page.
Add the customer’s contact information. Required fields are noted with an asterisk. If you do not click the Create Account check box, a temporary user will be created, but the customer information will not be saved in a permanent account.
Click Save. The system responds that the information for the customer has been updated.
Once you have saved the customer information, additional panels will become available. Add any additional information to the customer profile, including additional addresses, credit cards, credits or promotions or notes as needed.
