| MMv4 KB |
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Customer Editor |
| Last Edited - 10/8/2013 3:19pm PDT | |
| Category Path - Shopping Cart Software Components > Administration Area > Customers | |
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| A Customer Account is an individual record of each customer's contact information, order history, and more. Customer accounts are created automatically when an order is placed in the store. The Customer Editor is used to manually create customer accounts in the store's administration area and to edit existing customer accounts. note This KB article also has a companion article that explains the intricacies of customer accounts, differences from previous versions of the Modular Merchant software, and the relationships between affiliates and customers. Please also see Introduction to Customer Accounts.
To create a new customer account:
To edit an existing customer account:
Account Information
SID (System ID)
Password
Active
Tax Exempt
Billing Information
The data associated with the Billing Information section will be sent to the payment gateway to verify the customer when purchases are made in the store.
Billing First and Last Name
Billing Address
Billing City
Billing State
Billing Zip
Billing Country
Shipping Information
The shipping information section contains the customer's shipping address(es). Modular Merchant's shopping cart software includes the ability for customers to have more than one shipping address on file and to ship to multiple shipping addresses in a single shopping session.
Select a Ship Address
Ship First and Last Name
Ship Address
Ship City
Ship State
Ship Zip
Ship Country
Customer Attributes
If the default options for the customer editor are insufficient, customer attributes can be added to the store. If any are present in the store, they will displayed in this section. reference Customer Attributes are explained in greater detail here: Customer Attribute Editor.
Custom Customer Fields
Custom customer fields are information fields that be be added to the checkout or admin area of the store to collect additional information from your customers. example A common customer field is a section of the checkout such as How did you hear about us? reference Customer Fields are explained in greater detail here: Customer Field Editor.
Affiliate Account
New in MMv4, store and affiliate accounts are now merged. This means that all affiliates are automatically also customers. This is explained in further detail here: Introduction to Customer Accounts. Is an Affiliate If  is selected, some additional affiliate options will be available below. If  , those menu items will be hidden. Admin Approved indicates the affiliate has been approved and can begin marketing Tracking IDs. indicates that the affiliate account has not been approved for affiliate marketing.Company Displays the name of the company associated with the affiliate. Website URL Displays the website URL associated with the affiliate. Fax Displays the fax number associated with the affiliate. Payable To Indicates whether the affiliate is paid as an individual or a company. Tax Class Indicates whether the affiliate's tax class is that of an individual, company, or non-profit organization. Tax ID Displays the affiliate's tax ID.
Affiliate Stats
Start Date Displays the date the affiliate's account became active. Hits / Orders Displays the total of hits that the affiliate's tracking IDs have received and the number of resulting orders. Ave. Commission Displays the average commission value of the orders associated with the affiliate. Earned / Paid Displays the total amount earned versus the total amount paid. Account Balance Displays the amount that the affiliate is owed.
Affiliate Tracking IDs Columns
SID Displays the SID (System ID) of the Tracking ID. This number is set by the software and cannot be changed. Description Displays the description of the Tracking ID. Hits Displays the total amount of hits the Tracking ID has received. Sales Displays the total number of sales that are associated with the Tracking ID. Earned Displays the total amount earned by the affiliate for the Tracking ID. Link Click the chain link icon  to go to the landing page associated with the Tracking ID.
Credit Account
Credit accounts can be granted to individual customers so that they may place orders in the store without using a credit card or other method of payment. When this option is used, the Credit Account section displays info related to the customer's credit account usage. When a credit account order is placed in the store, the order is marked as unpaid and unauthorized. When a customer has paid the store, store admins should return to those order(s) and mark them as paid and authorized, which will add the credit back to the customer's account. Has Credit? If is selected, some additional affiliate options will be available below. If , those menu items will be hidden.Credit Terms The number of days after placing an order before the customer's account will no longer be able to place credit orders. Credit Limit The total amount of credit extended to the customer. Available Credit The current amount of credit available for the customer. Payoff Amount The total amount currently owed by the customer. Term Usage The number of days the customer has had an unpaid order in the store. Payoff Due The date the customer's credit payment is due.
Subscriptions Columns
Qty The quantity of the product in the subscription. Product The Subscription product's name. Bill Date The date the product in the Subscription is next due. Hold If the product is on hold, the Subscription Module will not process the order when it is due. Select indefinitely to keep the product permanently on hold, until a store admin updates it. Select through... to open a text field where a date can be selected. The Subscription Module will automatically remove the hold on that date. Red X  CheckboxUse this checkbox to delete a product from the customer's Subscription. The item will be removed when the Save Changes button has been clicked. Edit Click the Edit link to go to the Subscription Editor, which contains more advanced editing options.
Recent Orders
Order ID Displays the Order ID of the most recent orders placed by the customer. Click the ID number to go to the Order Editor for more detailed information. Date Displays the date the order was placed. Value Displays the order's grand total.
Groups this Customer Is In Columns
SID Displays the System ID number of customer groups that the customer account belongs to. Group Name Displays the name of the customer group. Members Displays the total number of customers in the group. Click the number to view those customers.
Customer's Credit Cards Columns
Name on Card Displays the name associated with the credit card. This name will be sent to the payment gateway when the customer places orders with it in the storefront. Card Number The credit card number. Exp. The expiration date of the credit card. Red X CheckboxUse this checkbox to delete the credit card. After selecting the checkbox, click the Save Changes button to delete the card from the customer's account. tip It is possible to hide the full credit credit card numbers from being viewed by certain admin accounts. To do this:
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icon associated with the customer account.