Edit customer account details

The Edit Account Details feature in Business Hub allows you to set up the account settings and account holder terms used for invoicing the customer. You can also configure the setting that flags the account to opt-in/out on marketing communications.

If you are using DecoPay to process payments, you will be able to set what payment methods will be available to the customer from the Account Details section. See the article Set payment method availability for a customer for instructions.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

To edit a customer's account details:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   
3. Click View to open a customer account you want to edit.
   

   You can also click anywhere within a customer's row to load it.

4. Click on Edit Account Details next to the Account Details section heading.
   

   The Edit Account Details popup will be displayed.

   
5. Edit the account details.
   • Customer Discount: enter the percentage discount that will be applied to each order the customer places.
   • Customer Is Tax Exempt: tick this checkbox to exempt this customer from taxes set up in your system.
   • Store Credit: Enter the credit value available for the customer to make purchases in your store.
   • Reset Store Credit Used?: Reset the amount of store credit the customer has used to zero.
   • Customer Is Account Holder: tick this checkbox to set pre-defined account terms of payment for the customer. When the checkbox is ticked the following settings will be available:
     • Default Terms: lets you select the terms that will be applied to the customer for all web store orders (when paying on account). When creating an order through Business Hub, the operator can override these terms as they need to. (Account terms are defined via Admin > Settings > Customer Settings > Account Terms.)
     • Max. outstanding balance allowed online: lets you specify the maximum outstanding balance the customer can have whilst creating web store orders. This does not affect Business Hub orders as it is assumed the operator creating the order through Business Hub can manage the maximum outstanding amount manually.
       
   • Receive Marketing Messages: tick this checkbox to opt the customer in on marketing communications that you send.

     GDPR requires that consent is given from the customer for marketing emails to be sent to them. To be compliant, ensure you have consent from customers located in the EU before you tick this checkbox.

   • Contract Price Level (Premium and Enterprise levels only): Lets you choose a pricing level to be applied to product prices for the customer. Contract price levels are the different tiers of selling prices that you offer your customers. (See the Contract Price Levels help article for more information).
     • Default (Retail): will use the system default pricing level. The default name for the default pricing level is "Retail". The name can be changed via Admin > Products > Contract Price Levels. However, this pricing level can never be deleted.
     • Retail: will use the system-defined retail price table or specified pricing method for the selling price.
   • Allow Bulk Discounts: tick this checkbox if you want to allow bulk discounts for this customer.
   • Sales Team Member: Select the name of the sales team member who will be assigned to this customer. When a team member is assigned, any order placed by the customer will be assigned to the team member.
6. Click okay.

   The Account Details section will be updated to show the new setting, including Default terms and Online Balance Limit.