Customer List
Create New Customer Profile
You can directly create a new customer profile from the BRP.
To create a new single customer profile,
Step 1: Click Customers > Customers
Step 2: At the Customer page, click “Add New”.
Step 3: Fill up the customer details.
Details required to fill up.
- Customer First + Last Name
- Email Address
- Email should follow correct email format
- Email must be less than 96 characters
- Telephone Number
- Password
- Password must be greater than 4 and less than 20 characters
- If the password field is left empty, 10 characters of random password will be automatically generated.
- Newsletter
- [YES] as default, unless the customer requested.
- Status
- [YES] as default.
Step 4: Click “Add Address” to add customer address.
Note: You can add multiple addresses under a single customer.
Step 5: Fill up the customer address details.
Details required to fill up.
- First + Last Name
- Telephone
- Address
- City
- Postcode
- Country
- Region/State
- Default Address
- Must set this for the first address.
Step 6: Click “Save” to continue.
To create customer profile in bulk,
Step 1: Click the arrow beside the “Add More” button, and click “Import Excel”.
Step 2: Click the “Download Template” to download the Excel Template.
Step 3: Download and open the Excel template.
Step 4: Fill in the template accordingly.
- Customer Number (create in accordance)
- First + Last Name
- Email Address
- Email should follow correct email format
- Email must be less than 96 characters
- Telephone Number
- Password
- Password must be greater than 4 and less than 20 characters
- If the password field is left empty, 10 characters of random password will be automatically generated.
- Status
- ENABLED
- DISABLED
- Approved
- YES => Approved
- NO => Not Approved
- Add Address
- YES => Address is required for this customer
- NO => Address is not required for this customer
- (If "No" is selected, please leave all address fields empty. Input values in all address fields will be ignored and not be saved by the system.)
- City Country Region
Step 5: After filling up the form, go back to import the excel file.
Click the “Choose File” to select the Excel file, then click “Upload Excel”.
Step 6: You should be seeing the latest customers listed inside the customer list.
Congratulations you have created a single/bulk customer inside the customer list!
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