{"id":192,"date":"2021-08-19T13:04:12","date_gmt":"2021-08-19T12:04:12","guid":{"rendered":"https:\/\/ecommercepreston.co.uk\/?post_type=ht_kb&#038;p=192"},"modified":"2024-09-30T08:51:30","modified_gmt":"2024-09-30T07:51:30","slug":"creating-editing-a-customer","status":"publish","type":"ht_kb","link":"https:\/\/ibridge.co.uk\/help\/knowledge-base\/creating-editing-a-customer\/","title":{"rendered":"Creating\/Editing a Customer"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\"><strong>Creating \/ Editing a Customer<\/strong><\/p>\n<p><strong>1. Locating the Customer List<\/strong><br \/>\nNavigate to <em><strong>BoB2 \u2192 Customers \u2192 BoB Customers <\/strong><\/em>and press the \u201cAdd New\u201d button in the top-right corner.<\/p>\n<p><strong>2. Customer List<\/strong><br \/>\nYou will be displayed the Customer List, from here you can search for Customers using the search facility at the top. View Customers details by clicking the &#8220;Edit&#8221; button next to the Customer you want to edit. You can also add a new Customer by pressing &#8220;Add New&#8221; in the top right corner.<\/p>\n<p><strong>3. Customer Add\/Edit Screen<\/strong><br \/>\nAfter pressing &#8220;Add New&#8221; or the &#8220;Edit&#8221; button next to the Customer row, you will be displayed with the Customer Edit Screen.<\/p>\n<p>For a new Customer ensure you have entered the mandatory details (marked with a red *) such as&#8230;<\/p>\n<ul>\n<li>Email<\/li>\n<li>Password<\/li>\n<li>First name<\/li>\n<li>Last name<\/li>\n<li>Address Line 1<\/li>\n<li>Address Line 2<\/li>\n<li>City<\/li>\n<li>County<\/li>\n<li>Postcode<\/li>\n<li>Phone Number<\/li>\n<li>Customer Role (This is defaulted as Registered which is fine for normal Customers. You can add another role for a Price List)<\/li>\n<li>Active (Ensure this is checked)<\/li>\n<li>Trade Account (Check this if the Customer is Trade)<\/li>\n<\/ul>\n<p>Once entered you can press &#8220;Save&#8221; or &#8220;Save and Continue Edit&#8221; which will create the Customer account, it will also create an associated Address for the Customer. You can check this by clicking the &#8220;Address&#8221; tab on the Customer Edit Screen<\/p>\n<div id=\"__gk_root\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Creating \/ Editing a Customer 1. Locating the Customer List Navigate to BoB2 \u2192 Customers \u2192 BoB Customers and press the \u201cAdd New\u201d button in the top-right corner. 2. Customer List You will be displayed the Customer List, from here you can search for Customers using the search facility at&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"ht-kb-category":[40],"ht-kb-tag":[],"class_list":["post-192","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-customer"],"_links":{"self":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/comments?post=192"}],"version-history":[{"count":3,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/192\/revisions"}],"predecessor-version":[{"id":1768,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/192\/revisions\/1768"}],"wp:attachment":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/media?parent=192"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-category?post=192"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}