Customer Accounts

Customer accounts can be created to identify the customer and customer information. Price levels, terms, default shipping method, saved credit cards and other settings are managed within the customer. Customer accounts can be created within EBMS or from the website.

A generic customer account is used when the web user does not log in using a customer account. Review the Configuring the Shopping Cart > Creating a Generic Customer section for more details on the generic customer account options. Note that a generic customer must be setup before website information can be viewed.

Website pricing, available products, and shopping cart settings can be controlled from the customer record. For example, the retail price may show on the web until a customer with a wholesale account logs into the site. After logging in, the wholesale account will not see the retail pricing. The customer's user name and password will be stored within the customer record. Review the Advanced Options > User Created Customer Accounts section for the option to allow the customer to create an account online.

Complete the following steps to create or change user information including the user's user name and password for a customer:

  1. Open a customer record within EBMS and click on the Website tab as shown below:

  2. Click the New button to create a new login account or click Properties to view or change an existing account as shown below:

    1. Enable the Approved for option to activate the users e-commerce account. This option can be disabled to temporarily inactivate the account.

    2. Enter a User name. The customer's e-mail address is often used for the user name.

    3. Enter the Password. This field is not hidden unless the user security restricts this information. Review the Getting Started > Security section of the main EBMS documentation for more details on restricting this field within EBMS.  

    4. Recovery Key -  is automatically generated by a web customer selecting Forgot your Password? from the website cart or login pages as show below.

      The Username is matched to the EBMS customer account and a password recovery key is automatically emailed to the web customer with the recovery key included. The recovery key is stored in EBMS until the web customer successfully changes their password.

    5. Select the appropriate web Group. Review the Getting Started > Customer Group Settings section for details on this setting.

    6. Click OK to save.

  3. Multiple user accounts can be created for the same customer for a common website.  Repeat the steps above for any additional accounts. The User name and Password can also be created by the user if the Allow web user to create a new customer option is enabled in Sales > Web > The address of your website. Review the Advanced Features > User Created Customer Accounts section for more details on managing account user names and passwords.  

  4. Enter a Login message to customer that will appear when the user logs into the website. Special messages and advertisements for a specific customer can be placed within this Note.

  5. Enter a Shopping cart message that will be displayed below the shopping cart during the checkout process. Complete the following steps to filter down a customer message to all customers or a group of customers:

    1. Go to Sales > Options and click on the Customer Folders tab.

    2. Highlight the root folder for all customers or a folder group and click on the Edit Defaults button.

    3. Click on the Website tab to enter the Customer message.

    4. Enter the Customer message and then filter down the message. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section of the main EBMS documentation for more details on filtering down data.

  6. Click OK to save settings.

Customer Account on Website

The website customer has the option to login with their customer account from the login page and checkout page.

All product pages will reflect the product price level selected on the customer's account in EBMS. This is useful when a website customer buys product at a different price level than the general public, such as wholesale. Go to Sales > Customers > Customer Record > General tab > Price Level dropdown to specify the correct price level.

The customer specific payment types and terms indicated on the customer record in EBMS are listed at checkout. This can include Charge on Account and Due options. Saved Credit Cards can also be used from the website. Go to Sales > Customers > Customer Record > Terms tab to set account options. View the Payment Options section for more details.

Billing and shipping information is defaulted at checkout using information on the customer account General tab. The Default Shipping Method is also selected by default. This shipping method can be changed by the user on their account page.

The website customer can add and edit account information from the website.

The Profile is used specifically when commenting on blog posts. To add a profile image, select Upload New Image. Select an image from your computer and select Upload New Image. Add profile information by clicking on About Me and adding a paragraph. Select Save when finished. This information is stored in EBMS under the customer record > Website tab > Blog Profile.

All Personal Information can be changed by clicking on the information and typing to replace. Change the information and click Save. The information shown and changes made are reflected on the general tab of the customer record in EBMS.

The Login Information username and password can be changed by the website user. This information is stored in the Website tab of the customer record in EBMS.

Saved Credit Cards can be removed by the user on the account page. These Credit Cards can also be viewed from the Terms tab on the customer account in EBMS.

Items Saved for Later

A website customer may choose to save an item to purchase at a later date. Click Save for Later from any item page or from the cart page.

Items will be shown on the account and cart pages as Saved for later.

Note that a customer must be logged in to use this feature.

EBMS can be configured to allow web users to create EBMS customer accounts from the website.

Review the Advanced Features > User Created Customer Accounts section for more details on user created accounts and managing account user names and passwords.