Adding new customer

The Customer Service Hub enables the user to add a customer for selected stores. They can login as a CSR or Site Admin to add a new customer for selected stores.

About this task

Procedure

Open Customer Service Hub.
Select a store for which they want to create a new shopper.

Note: The Account management column is only enabled after you select a store. Once you have selected a store you can change the account details.
Click the Add New Customer to create a new customer and the Add New Customer page opens.
Provide the required information in the Basic Details field
1. Enter the valid Customer Login ID for the shoppers.
  Note: In case the new shopper is for the Emerald Store, then the Customer Login ID must be an Email.
2. Enter the Password you want to keep for the shopper.
  - Password should be 8 characters in length.
  - It should consist of minimum one letter
3. Re-enter the same password in Verify Password field.
  Note: An error message is displayed if both the passwords are different. You must make sure to enter the same password in both fields.
Provide the required information in the Customer Details field:
1. The First name of the customer
2. The Last name of the customer.
3. Enter the valid Email Address of the user.
4. Provide the Phone number.
  Note: First name and phone number is optional.
Provide the required information in the Address Details field:
1. Enter the Street address.
2. Enter the Zip/Postal code.
3. Enter the State/Province/Region.
4. Enter the Country.
Click the Create Account to create a new customer.

Note: Account status will be Enabled by default.

Results

A new shopper is displayed on the screen with the shopper's information.