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Create a customer

Goal​

To create a new B2C customer in the backoffice, capturing personal information and contact details for individual buyer management and personalized service.

Step 1: Navigate to Customers​

  1. From the backoffice menu, select User Management > Users > Customers (B2C).
  2. The customers list displays:
  • Name
  • Email
  • Customer Group

Customer c1

Step 2: Start New Customer Creation​

  1. Click New Customer button in the top right.
  2. The new customer form opens with tabs for:
  • General
  • Addresses
  • Favorite Lists
  • Pricesheets
  • Order Lists
  • Attributes

Customer c2

Step 3: Enter Customer Information​

In the General tab Info section:

Personal Details​

  • Gender: Select F (Female), M (Male), or U (Unknown)
  • First Name: Customer's first name
  • Middle Name: Middle name if applicable
  • Last Name: Customer's last name
  • Date of Birth: Select from date picker

Contact Information​

  • Email: Email address (required)
  • Phone: Primary phone number
  • Mobile: Mobile phone number
  • Language: Preferred communication language

Additional Fields​

  • Slug: Auto-generated from name (editable)

Step 4: Add Customer Addresses​

  1. Click the Addresses tab.
  2. Click Add Address to create addresses.

Customer c3

  1. For each address, enter:
  • Street address and number
  • City and postal code
  • Country
  • Address type (delivery or invoice)
  1. Set one address as default for shipping or billing.

Customer c4

Step 5: Configure Commercial Settings​

Navigate through tabs as needed:

  • Favorite Lists: Assign product lists for quick reordering
  • Pricesheets: Apply customer-specific pricing
  • Order Lists: Set product visibility permissions
  • Attributes: Add custom fields for segmentation

Step 6: Save the Customer​

  1. Click Save at the bottom of the form.

Customer c5

  1. A confirmation message appears.
  2. The new customer appears in the customers list.

Customer c6

Next Steps​

  • Create user login credentials if needed