Add a customer to your eCommerce Pro site

1. In Inform, go to File > Customer > Master.
2. In the Customer box, type the customer name or number, and then press the Tab key.

   

3. In the navigation bar, click Contacts
4. On the Contacts page, click Add Contact.

   

5. Complete at least the contact's First Name, Last Name, and Email. You may add as many details as you like.
6. Click the Permissions tab and set options. To learn more about the options on this page, see Configure eCommerce customer permissions.
7. Click Save.

Once added to Inform, a contact can register to shop on your eCommerce Pro site.

1. Navigate to the eCommerce Pro shopping site.
2. In the upper left, click Sign in.

   

3. Type the Email and Password provided when the contact was added.

   

4. The Create New Customer Account page displays with the available contact information and Customer Company prefilled. Complete the phone number and address and any additional information you want to provide.

   

5. Under Sign-in information, type a Password and Confirm Password. Follow the onscreen instructions to provide a strong password.
6. Click Create an Account.

   You will receive an email welcoming you to the eCommerce site.

   

7. When prompted to sign in, use the Email address and Password you created.