Creating customer information,
Customer information is necessary for your business. When a customer logs in or signs up you create their customer information on your backend this will be useful when doing things like assigning product dispatch.
There are various types of customer information you can create with the most relevant ones being “user and wholesaler”
User account
To create a regular users customer information;
(1) Go to customers on your dashboard and click on “add customers & prospects”
(2) You’ll be taken to a new page to fill out a form
- User name
- First name and last name
- Email address
- Phone number
- Gender
- Date of birth
- and at the very bottom you see a selection bar titled “Role”, set the role to “user”
(3) click on “continue setup” to save.
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