¶ Customer Management: Basics
¶ Creating a New Customer
¶ Parameters and Address
- If you check this box, when a new order is approved, the customer will automatically receive an email notification with an attached invoice.
- Create an account for a Sales Manager Tools->User Management
Learn how: here
3. Create custom Invoice Terms, Delivery Routes and Regions Tools->Settings->Tables
¶ Access Groups
- By assigning an Access Group, you can control the visibility of certain categories by this customer.
- If you want to allow the customer to view a protected category + all other categories, then check this box.
3. If you want the customer to have access only to categories marked visible only to a certain access group, then leave the box unchecked
Set the visibility by Access Group in Category Settings
Item Management->Item Categories->Select Category+Click ‘Edit’
¶ Customer Email & Text Message Unsubscribe
Customers can now choose which emails and text messages they receive. Every customer email includes an Unsubscribe link that opens a self-service preferences page, and you can review message activity and manage unsubscribe settings for each customer on the System tab of the Customer edit window.
What your customers see
- Every customer email now ends with a footer line: "Don't want these emails? Unsubscribe."
- Clicking Unsubscribe opens the Email & SMS Preferences page on your webstore. The link is personalized and secure — no login is required, and it stays valid for one year (newer emails always contain a fresh link).
- The page shows the customer's name, email and phone, with a checkbox for each message category and delivery method. Unchecking a box unsubscribes from that message; an Unsubscribe from all button clears everything at once.
- Clicking Save preferences applies the changes immediately and shows a confirmation message.
- Text messages now include a "Reply STOP to unsubscribe" notice.
Managing subscriptions in the Customer edit window
- Open Customers and edit a customer.
- Go to the System tab and find the Email & Text Message Activity section.
- The table lists every message method and type sent to this customer, with the Last sent date, total Count, an Unsubscribed checkbox, and the Since date showing when the customer unsubscribed.
- Check the Unsubscribed box to stop sending that message to the customer, or uncheck it to re-subscribe them (for example, if a customer asks to receive order updates again).
- Click OK to save — changes take effect immediately.
How sending is affected
- When a customer is unsubscribed from a category, emails and text messages of that type are blocked automatically — no staff action is needed.
- Unsubscribing from email does not affect text messages, and vice versa; each combination of category and method is independent.
- All customers remain subscribed to everything by default — nothing changes until a customer or staff member opts them out.