Reference Guide

Customers

Customers

Use the Customers screen to create accounts for customers in your on-line store. If you want to create accounts in the admin interface for your employees, see > Users. Note that customers can also create their own accounts while visiting your on-line store.

Beginning with PR8 update 7, all customer passwords are encrypted.

• If your store was created after the release of PR8 Update 7, new customer accounts are created with encrypted passwords.
• If your store was created before PR8 Update 7, existing customer passwords will be encrypted when you apply Update 7.

See also:

• User Interface > Settings Tab > Customer Links
• Store Settings > Customer Fields Tab

To Create a Customer Account

1. Go to > Customers. Click Add Customer
2. Select the Identification tab.

2.1. Enter the following information:



• Business Account: You can assign a customer to a Business Account when you create or edit that customer. See Customers > Business Accounts Tab.
• Login:
• Email Lost Passwords To:

  See also Customer Email Addresses and What They are Used For

• Password:
• Confirm Password:

2.2. Click Add.

3. Select the Shipping/Billing Information tab.

3.1. Enter the customer's information in the Ship To and Bill To columns, then click Update

In release 9.0004 an "Address is a Residence" checkbox was added to the Shipping/Billing Information tab. If you leave this box unchecked, Miva Merchant assumes the address is a business. Please note that marking an address as a residence can increase shipping rates.

Addresses

In version 9.0005 and later, your customers can have multiple shipping and billing addresses:

• You can create multiple addresses for your customers in the admin interface.
• Customers can add their own addresses after they sign into your on-line store.

To Create Multiple Addresses for a Customer in the Admin Interface

If your customer only has one shipping address and one billing address you can add their information to the edit customer > Shipping/Billing Information tab. If your customer needs multiple addresses, follow these steps:

1. Add an address.

1.1. Go to > Customers > edit customer > Addresses tab.

1.2. In the Addresses tab, click Add Address .



1.3. In the Add Customer Address dialog box, fill out the address fields as you normally would. Because 9.0005 supports multiple customer addresses, there is a new address field called "Description". This field is optional, and you can put anything in it that you want. Its purpose is to distinguish one customer address from another. For example:



If you leave the Description field blank, the system will use the Address field as the default description.

1.4. When you finish filling out the fields in the Add Customer Address dialog box, click Add

2. Select a default address for this customer.

2.1. Go to > Customers > edit customer > Shipping/Billing Information tab.



2.2. In the Shipping/Billing Information tab, Ship To and Bill To will appear as drop-down list boxes if this customer has more than one address. These list boxes show the Description field from the edit customer > Addresses tab.

In our example, we created a home address and an office address for this customer. We'll select the Ship To/Bill To addresses from the list boxes that we want to use as a default.

• You can also select "New" from the list boxes to add an address, although you can't add a description for the new address in this tab.
• Customers can also change the default address that they want to use when they sign into your on-line store.

Customer Experience - Adding Multiple Addresses

1. The customer starts a browser, navigates to your on-line store, and signs into their account.
2. The customer clicks on the Account tab, then Settings > Manage Address Book.



3. In the Customer Address Book, customers can
• Add new addresses
• Edit and delete existing addresses
• Select an address to be the default shipping or billing address.



Customer Email Addresses and What They are Used For

Lost Password Email Address

• Customers enter this email address to sign into their account



• Customers are prompted for this address when they create a new account



• Customers use this address when they try to retrieve an account password that they've forgotten



• You can view this email address in the admin interface



Bill To Email Address

• When the customer completes checkout, the invoice is sent to this address.
• All automated emails are sent to this address. See Order Fulfillment > Template Based Emails Tab
• You can view this email address in the admin interface > Customers > edit customer > Shipping/Billing Information tab.
• Customers can view this address when they create or edit their accounts.

Notes

In version 9.0004 and later, you can add notes to a customer account. Please see Notes

Customer Orders

Starting in version 9.0004, all orders placed by a customer show up in the Edit Customer > Orders tab. In this tab you can view and edit orders placed by this customer, and create new orders for them.



• To create a new order for this customer, click New Order .
• To edit one of the customer's orders, double-click on the order.

Account Credit

• For complete details on Miva Merchant credit and gift certificates, please see: Account Credit and Gift Certificates
• To learn about the Account Credit tab, please see: To Give Customers Account Credit (Adjust Credit Balance)

Price Groups

Use the Price Groups tab to add and remove customers to and from Price Groups.

Template Based Emails

You can use this tab to manually send a template based email to a customer. See Order Fulfillment >Template Based Emails.



eBay Customer Relationship

This tab is only visible if you have installed the Marketplaces module. The eBay Customer Relationship tab lets you link a customer's ID in your Miva Merchant store to their account in your eBay store.



To get the customer's ID in your eBay store, you can either ask the customer, or get the ID from your eBay store if the customer has already made a purchase.

Example: A customer has an account in your eBay store and an account in your Miva Merchant store. The customer buys an item in your eBay store. The order is downloaded to the admin interface.

• If you use the eBay Buyer ID field to associate both customer accounts:
• You can edit the order in the admin interface and see the customer information. > Order Processing > Orders tab > edit order
• The order will also show up when you edit the customer record: > Customers > Customers tab > edit customer > Customer Orders tab.
• If you do not use the eBay Buyer ID field to associate both customer accounts:
• You can edit the order in the admin interface and see the customer information. > Order Processing > Orders tab > edit order
• The order won't show up when you edit the customer record. If you don't use the eBay Buyer ID field, Miva Merchant doesn't really know who placed the order.