Customers

Use this page to manage the customers of the site.

If you are working with a multiple-site configuration, use the "Change Site" drop-down list box at the top of the screen to select the site you are working with. Only the customers for the selected site will be available. If you are working with a single-site configuration, the "Change Site" drop-down list box is not available and no site selection is required.

If you are working with an international site, use the "Select Locale" drop-down list box at the top of the screen to select the locale you are working with. Only the customers for the selected locale will be available. If your site is not an international site, the "Select Locale" drop-down list box will not be available.

To create a new customer:

Select the "Create a Customer" tab.
Enter the first name of the customer in the "First Name" text box.
Enter the last name of the customer in the "Last Name" text box.
Enter the email address of the customer in the "Email Address" text box.
Select "Create Customer". The page will refresh.
Fill in the information for the customer on the "Profile" tab. Select "Update Profile" to save your changes.
If the customer is associated with a B2B site and you wish to assign them to one or more business partner accounts, select the "Business Partner Account" tab. Select "Choose BPA", then search for and select the business partner account(s) the customer should be associated with.
To add addresses for the customer, select the "Address Book" tab. Enter information for each address and select "Add" to save it.
Select "Back to Find a Customer" to return to the previous page.

To find a customer:

In the "Find a Customer" tab box, enter your search criteria for the customer in the various text boxes.
Select "Find". The page will refresh and a list of all customers matching your search criteria will be displayed.

To edit a customer's profile:

Follow the instructions to find a customer.
Select the "Edit Profile" icon to the right of the customer's name. A new page will display with tabs for "Profile", "Business Partner Accounts" (if the customer is associated with a B2B site), "Orders", and "Address Book".
Select the "Profile" tab.
Make your changes to the profile.
Select "Update Profile" to save your changes.
Select "Back to Find a Customer" to return to the previous page.

To edit or view a customer's address book:

Follow the instructions to find a customer.
Select the "Edit Profile" icon to the right of the customer's name. A new page will display with tabs for "Profile", "Business Partner Accounts" (if the customer is associated with a B2B site), "Orders", and "Address Book".
Select the "Address Book" tab. You will see a list of all of the customer's addresses.
Create a new address by entering information in the fields and selecting "Add".
Edit an existing address by selecting the "Edit" icon to the right of it. Make your changes and select "Update" to save them.
Select "Back to Find a Customer" to return to the previous page.

To assign a customer associated with a B2B site to a business partner account:

Follow the instructions to find a customer.
Select the "Edit Profile" icon to the right of the customer's name. A new page will display with tabs for "Profile", "Business Partner Accounts", "Orders", and "Address Book".
Select the "Business Partner Accounts" tab. You will see a list of all of the business partner accounts the customer is currently associated with.
Select "Choose BPA". A pop-up dialog box will appear.
In the dialog box, search for the business partner account(s) the customer should be associated with.
Select the "Select" icon to the right of each account the customer will be associated with.
Dismiss the dialog box. The new accounts will appear in the list on the "Business Partner Accounts" tab.

In this section

Find a Customer

Create a Customer

Profile

Business Partner Accounts

Orders

Address Book

Rewards