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How to create customer accounts via the admin portal
How to create customer accounts via the admin portal

This article explains how to add new customers, using the admin portal.

Michael Davis avatar
Written by Michael Davis
Updated over a year ago

  1. Click People in the left-hand menu, then click Customers.

  2. Click Add customer.

  3. Enter the following details for the customer:

    • First name

    • Last name

    • Email address

    • Phone number

    • UplistaID

  4. To allow customer to put sales on account tick the checkbox and

    1. Enter the Credit Limit on their account.

    2. Enter the Transaction Limit on their account.

  5. Click the Save button.

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