In order to create a new customer, choose option “Customers” from the main menu and the click on the “new” button.
Figure 575: Creating a new customer (step 1/2)
The following screen will be displayed.
Figure 576: Creating a new customer (step 2/2)
Personal – fields for entering customer’s personal information (note: including username for logging into the store which is enabled inside Configuration > Customer Details section User name)
Address – fields for entering customer’s address
Contact – fields for entering customer’s contact information
Options – fields for defining further options for the customer:
Newsletter – choose “subscribe” to subscribe this customer to the newsletter
Reservation/waitlist Newsletter - choose “subscribe” to subscribe this customer to the Reservation/waitlist Newsletter
VIP Customer – select this checkbox to create a VIP customer (note: VIP status can be used for giving this type of customers priority within the waiting list)
Referral Source – choose the referral source for this customer
Password – set the password for this customer and confirm it in the “Password confirmation field”
Create order – select this checkbox if you want to create an order for this customer (see section Creating an order)
After setting these parameters click on the “confirm” button and the new customer will be created.
Figure 577: New customer created