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Create a new customer

Goal​

To add a new customer (B2C) in the Propeller backoffice, capturing essential personal and contact details. This ensures accurate customer management and personalized service for individual buyers.

Step 1: Navigate to the Customers Section​

  1. In the backoffice, go to User Management, Users and select Customers (B2C).
  • This will display a list of existing customers, showing details such as Name, Email, and Customer Group.

Customer c1

Step 2: Open the New Customer Form​

  1. Click the New Customer button in the Customers (B2C) section.
  2. A new screen titled Customer / New Customer will appear, with sections for General, Addresses, Favorite Lists, Pricesheets, Order Lists and Attributes. Customer c2

Step 3: Fill in General Information​

  1. In the Info section:
  • Gender: Select the appropriate gender option (F, M, or U for unknown).
  • First Name: Enter the customer’s first name.
  • Middle Name: Provide a middle name if applicable.
  • Last Name: Enter the customer’s last name.
  • Phone: Enter the customer’s primary phone number.
  • Email: Provide the customer’s email address.
  • Mobile: Enter the customer’s mobile phone number.
  • Date of Birth: Specify the customer’s date of birth.
  • Language: Select the customer’s preferred language.
  • Debtor ID: If relevant, specify the debtor ID for financial tracking.
  • Slug: Confirm or update the Slug, which is auto-generated from the name.

Step 4: Add Address Information​

  1. Navigate to the Addresses tab:
  • Add one or more addresses for the customer, such as:
    • Billing Address
    • Shipping Address

Customer c2

  • For each address, include:
    • Street Address, City, Postal Code, Country.
  • Mark one address as the default shipping or billing address.

Customer c2​

Step 5: Configure Additional Details​

  1. Favorite Lists: Add any predefined favorite lists for the customer.
  2. Pricesheets: Assign specific pricesheets for personalized pricing.
  3. Order Lists: Link standard order templates if applicable.
  4. Attributes: Include custom attributes for categorization (e.g., loyalty program status).

Step 6: Save the Customer​

  1. Once all details are entered, click Save at the bottom of the form.

Customer c2

  1. A confirmation message will appear, and the customer will now be listed in the Customers (B2C) section.

Customer c2

Best Practices​

  • Complete Information: Ensure that critical fields like email, phone number, and addresses are accurately filled in for communication and logistics.
  • Default Address: Always set a default address to streamline order creation.
  • Language Preference: Selecting the correct language ensures better communication with the customer.
  • Regular Updates: Periodically review and update customer profiles to maintain data accuracy.