Customer Accounts

[tomkruse]

I have a site where maintenance, design etc. is done here from Denmark, and my customer in UK only cares about Order processing (V6 Business, Options: Order processing only).

When establishing new customers with login, customer category etc. I would like them to do this, but cannot see how it can be done with their machine set to Order Processing only, is there something I am missing?

The way we do it now:
1 Customer fill in details on a form at the site.

2 UK company add login, password & customer category(pricing) and resend to me.

3 I establish customer with details and upload to site

4 I check customer is established & login is working

5 I return mail to UK saying customer is established with requested details, -or changes if login was used by existing customer.

6 UK send mail to customer with his login details.

I know they can temporarily allow Catalog Maintenance and upload, but what about design changes, prices etc which I am doing daily, and won't be on their machine.

Is it possible, or do I have to live with our current method?

[cdicken]

You would probably have to enable 'Catalog Maintenance' on their machine, but then what you can do is:

1) They download the order and click the 'Create Customer Account' button on the 'Customer' tab of the order.

2) They assign a username and password.

3) They go to 'File | Export' and choose just to export Customer Accounts and then they send the exported file to you.

You can then update the store with the new customers from the exported file.

[tomkruse]

Thanks Chris,
any thoughts for the future about this, as it really belongs to
the order/customer function?

Tom

[cdicken]

No thoughts for the future at the moment, but I will add this to the wish list.

[skinnybloke]

Hi Chris - I have a similar situation where order processing is done at location A and catalog maintenance is done at location B.

Using your suggestion below, do I then have to return a snapshot of the site to the ordering machine? i.e. does the ordering machine need the customer accounts setup on it in order to process orders?

TIA

[Ben]

No - order processing can be done without the customer accounts on that machine.

Ben

[skinnybloke]

thanks Ben...