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The following table lists general properties of the currently edited customer, which can be configured on this page:

 

General info

 

First name

Sets the customer's first name.

Last name

Sets the customer's last name.

Company

Can be used to enter the name of the customer's company.

Organization ID

Allows you to enter a registration ID of the customer's company.

Tax registration ID

Allows you to enter a tax registration ID of the customer's company.

Country/state

Here you can select the customer's country. If the country has any states, another drop-down list is displayed. More details can be found in the Countries topic.

 

Contacts

 

E-mail

Can be used to enter the customer's e-mail address.

Phone

Here you can enter the customer's phone number.

Fax

Here you can enter the customer's fax number.

 

Registered user info

 

Create a login for this site

Allows you to register the customer on the current website. Unless checked, other fields in this section are hidden.

User name

Sets the user name that the customer will use to log in to the current website.

Password

Sets the password that the customer will use to log in to the current website. The Password strength indicator below the field informs you about the strength of the entered password.

Confirm password

Allows you to confirm the entered password.

 

The following table lists Registered user info properties of already registered customers:

 

Registered user info

 

Login

User name

The customer's user name that the customer uses to log in to the current website. Click the Edit button to edit properties of the registered user.

Enabled

If checked, the customer is enabled for shopping, i.e. they are allowed to purchase on the current website.

Preferred settings on this site

Preferred currency

Can be used to enter the currency in which the prices are displayed when the customer signs in to the current website (it is set automatically based on the customer's last purchase).

Preferred payment method

Here you can enter a payment method to be used when the customer makes a purchase on the current website (it is set automatically based on the customer's last purchase). A default value which may be changed as needed during the purchase process.

Preferred shipping option

Here you can enter a shipping option to be used when the customer makes a purchase on the current website (it is set automatically based on the customer's last purchase). A default value which may be changed as needed during the purchase process.

Discounts

Global discount level

Specifies a global discount level applied to the customer's orders on the current website (if available). Please note that unless global discount levels are allowed on the site, the drop-down list is hidden.

Discount level on this site

Specifies a site-specific discount level applied to the customer's orders on the current website (if available).

 

Further information about customers can be found in E-commerce Guide -> Managing your store -> Customers.