Import

• [Shop Customer Number] is the ID from table [User] and [Customer Number] is the number you can assign to your customer in module customer. If you import customers the field customer number is the key for synchronization.

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Delete Customers

Caution! Deleting items leads to deleting other data bases as well.

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Payment types/terms

• In the customer data base you can define specific payment terms for every customer. Depending on the setting in the store setting form these payment terms are shown when checking out. Please note: Priority is given to the selection in the store setting form
• After first registration customers can pay CWO, COD, Credit Card or by PayPal as long as these terms of payment are activated in the store setting form. This can be changed in module CAT_StoreSettings -> Field: ‘Allowed payment types for new users (Use the module CAT_Customers to assign individual payment types to each customer)’.
• For security reasons the payment terms CWO, COD, Credit Card or by PayPal are always shown as activated when first time editing customers even if it’s not defined in the data base.
• By changing translations in language resources files: Strings.resx, Strings.de.resx, Strings.en.resx...texts about the terms of payment can easily be changed. Use the module CAT_LangSwitcher (select ‘Edit Language Resources’ from the module menu) to change the translations.

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Export Customers

Please note: CATALooK.netStore requires the component orilogic.export.dll for the data export into several formats. This component is not a part of the CATALooK.netStore and is therefore not included when buying or hiring the CATALooK.netStore. Furthermore you don’t acquire any titles to this control. You can download an unrestrictedly usable demo-version of this control from Orilogic´s homepage http://www.invenmanager.com/products/DesktopDefault.aspx?tabid=32.

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Edit Referrer

Click on edit in the customer list and edit the referrer user id and the expiry date. Normally a referrer is added if he points to your site via affiliate referral link. This function allows you to assign a referrer to each customer also manually. One could use this to calculate the commission for sales managers. If you enter a value for: [Referrer UserID] you must also enter a value for: [Reward Expiry Date]. Please enter valid values for [Reward Expiry Date] and only existing User IDs into the field [Referrer UserID].

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Search in the Customer database

The search for customers is realized in the fields: DNN2 version: First Name, Last Name, Email, Customer Number, UserID and ZIP Code.; DNN3 Version: Username, Email.

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Adding and Editing Customers

Here you can indicate specific prices, discounts, allowed payment types or business-specific data e.g. Tax Number for customers and search for customer orders. For security this module can only be used by users having global or Tab admin rights or the user which is defined as [Store Owner] in module [CAT_StoreSettings]. Should users who don’t have any Admin or Host rights access to such modules, an error message is indicated.

To edit customer profile click on the [Customer ID] or [LastName] link in the list. For quick edit use the [Edit] Link in the list.

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