3.1.3.1. Add New Account Record
Add New Customer Account Record
 Add NewTo add a new customer record that contains information related to a customer and specific to your store click on the Add New button to open the Add new customer Account record form.
|
|
Once the Add New Customer record dialog is displayed you can enter the relevant data and save it. The next time the customer interacts with your store either directly or through a Manufacturers parts catalog the stored values will be used.
Customer Email
Enter the customer email address that is associated with the customer who's account information you want to assign
|
|
 Pay On Account Customer number
If you want to allow hte customer to place orders without providing a credit card at the time of order placement, enter the customers account number in this text box.
|
|
 Allow Pay On AccountIf you would like to accept customer orders without requiring a credit card and apply the sale to the customers account then set this option to "checked" or true.
|
|
 TaxJar - Exemption TypeSelect TaxJar Exemption value
If the customer should have a tax exempt status or special tax status used at the time of calculating sales taxes select the appropriate tax status from the drop down. We suggest you set both the TaxJar and Avalara tax exempt values irrespective of which provider you use in case you change tax providers in the future.
| |
|
|
 Avalara - Exemption TypeSelect Avalara Exemption value
If the customer should have a tax exempt status or special tax status used at the time of calculating sales taxes select the appropriate tax status from the drop down. We suggest you set both the TaxJar and Avalara tax exempt values irrespective of which provider you use in case you change tax providers in the future.
| |
The tax exemption setting is used by the sales tax provider to determine the eligibility for sales tax exemptions or special considerations related to tax calculations.
|
|
