How To Add A Customer Manually to CCP
This tutorial shows you how to create a customer manually in Cloud Commerce Pro. This can be used to create customers that have been added on sales channels not supported by CCP or if you are taking a telephone order.
Click on “My Customers” on the main menu.
You will see a list of your latest customers, click on “Add Customer”. You can also import a list of customers using a specific customer import template. Contact your project manager if you need to do this.
Enter your customer name or company name if you are dealing with a business.
Use the Cloud Commerce Pro international address search to find your customers full address. You can enter a postcode or just start typing the address and you will see the list instantly narrow down to appropriate addresses after just a few characters usually.
Enter an email address for your customer. This address will be used for communication and to send copy invoices etc. In the case of a business customer this will act as a general admin address. You can add additional address to the business once the customer record is created.
Enter other details such as email address and telephone numbers.
CCP will automatically select your default sales channel for orders (See Sales Channels for more details). If CCP is not choosing the sales channel you prefer when manually adding orders please contact your Project Manager who can configure this for you. Your sales channel sets prices and where the customer orders are recorded against so you can track them later to measure performance.
The customer type can be public (suitable for most retail businesses), Retailer (for wholesale suppliers selling goods to trade customers) or Agent (Sets a customers as a sub agent of your business and allows them to have their own customers under your brand).
The VAT number and EU VAT exemption are required if you are selling to other territories in the EU.
Set an Agent if you wish to create this customer as a sub customer of one of your agents.
The bank account is usually set to Current but you may wish to attribute payments from this customer to other bank accounts.
You can now click Save or Save and add order. Depending on your choice at the end of the wizard the screen will close or continue on to enter an order for this customer.
Set payment terms. If you are going to give your customer 30 days credit for example choose that option, however if you require immediate payment from this customer choose Full Payment before dispatch. Please note if you set any credit terms and place any orders they will go immediately into the dispatch queue whereas if you set Full payment before dispatch the orders will not enter the dispatch queue unless they have a full payment entered against them or a credit note/discount of the invoice total.
Click Save to end the process or depending on the option selected to continue and add an order.