Viewing Customer Information

To locate a specific customer, you can search using the customer name. Or you can browse all registered customers by clicking on Sales / Customers / List All

When you find the customer you were looking for, click on the Modify button to view customer details, change the customer type from retail to wholesale (or vice versa), or delete the customer from the database.

Note: Be careful when using the Delete function. If you delete a customer, all orders placed by that customer will also be deleted. Generally speaking, you should not delete customers from the database if they ever placed an order. As mentioned above, this is also the area where you can change the customer type from Retail, which is the default setting, to Wholesale. There are many settings in your Web store that work differently depending on the customer type. Here is a list of them:

o Retail customers are shown and charged the online price. Wholesale customers are shown and charged the wholesale price. You define the two prices when you add or modify a product using the Manage Products menu.

o Quantity discounts can be different for wholesale customers. These are the price breaks that you may offer to customers that order large quantities of a certain product. To configure quantity discounts, select Discount by Qty under Specials/ Discounts.

o Payment options can be set differently for wholesale customers. This feature, for instance, allows you to grant wholesale customers special payment terms (such as Net 30) that retail customers do not receive. To configure payment terms and assign them to wholesale customers only, select Add New Option from the Payment Options menu, and then Non Real- Time Payment Options. When you add the new option, make sure to check Apply to wholesale customers only.

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