Resellers

How to Manage a Customer as a Reseller

This article will explain how a reseller can create a new customer, and what settings should be taken into consideration when doing so.

Last updated September 11th, 2020

You, as the resellers can create and manage your clients within a reseller portal, where you also manage your orders. This article will explain how a reseller can create a new customer, and what settings should be taken into consideration when doing so.

To begin with, you will access your portal via an email invite that is sent by the company you are working for (the admin). From the portal, you are able to view and manage all your customer details within the Customers tab.

To create a new customer, you simply need to click on New customer at the top of the page, and add their name and email address.

Once this is done, you can click into the customer and manage their settings, such as edit their contact, shipping, and company details, as well as add their payment method.

Payment details

For the payment details of a customer, the you can inquire about the needed details directly with the customer via phone, while adding them to the portal. The details can be entered from the customer settings > Change payment method for the customer.

Customer tagging

The customers can also be tagged, which may be useful to group your customers, such as priority customers. To do this, select the customers you want to tag from the customers dashboard, and click on Tag at the top of the page. There, you can either select from existing tags or add a new tag. Once this has been done, you can filter and search the customer list by the tags that have been created.

Archiving customers

In the case that certain customers have left the company, they may need to be archived so that they disappear from the list without deleting their information from the system. To archive a customer, just select them from the customers dashboard, and click Archive on the top. This is also where you can unarchive customers, if needed.

Migrating customers to reseller

When a customer is of a large size, or has many orders, you can choose to migrate them to their own reseller portal, where they can manage their own orders and payment details, and eliminate the need of having to go to a separate reseller each time. To do this, you need to click on Migrate to reseller next to the dropdown menu of that customer.

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