Webstore Customers Overview
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Using the Webstore Customers Overview table, you can see all your consumers, business customers and guest accounts. If you have multiple webstores assigned to different sales areas, you can also see customers for each webstore. You can check whether a customer is valid, and determine whether a customer should see prices including or excluding tax in a Sana webstore.
You can access Webstore Customers Overview either from the main window of the Sana Commerce Cloud solution (/n/sanaecom/webstore) or by calling the transaction /n/sanaecom/customer.
Step 1: In the Webstore Id field, select a webstore.
If you have multiple webstores, you can see customers for each webstore. Customers are filtered based on the sales area and customer account group that are used for the webstore.
Step 2: In the Customer field, enter the customer number or a range of customers that you want to see. If you leave it empty, all webstore customers will be shown.
Step 3: In the Customer Type field, select whether to show only B2C or B2B customers. If you want to see all customers, leave this field empty.
Step 4: In the Customer Category field, select whether to show only regular (normal) customers or guest accounts. If you want to see all customers, leave this field empty.
Step 5: Select the Show Date Last Modified checkbox if you want to see when customer data was modified for the last time.
Step 6: Click Execute.
The table below provides the description of the fields.
Field |
Description |
---|---|
Customer Number |
Customer account number. |
Customer Name |
Customer name. |
Prices Including Tax |
Use this checkbox to determine whether a customer should see product prices in the webstore including or excluding sales tax. For more information, see Tax Presentation. |
B2C Customer |
Indicates whether a customer is B2C or B2B.
Using the B2C customer checkbox, you can see whether the customer is B2C or B2B. It is possible to change the customer type. You can only change the customer type if you are sure about it. When you change the customer type, certain functionality may or may not be available to the customer. |
Guest Customer |
Indicates whether a customer is a guest. If the Guest customer checkbox is not selected, then this is a regular B2C or B2B customer. Guest customers are those who created the orders without registration in the webstore. For more information, see Guest Checkout. |
Prospect Customer |
Indicates whether a customer is a prospect. If the Prospect Customer checkbox is selected, then this is a prospective customer created by a sales agent in the webstore. For more information, see Prospects and Ordering Process. |
Valid |
Indicates whether a customer is valid. All customers are validated based on data validation rules. Those customers which do not pass validation cannot create orders in the Sana webstore. |
Validation Message |
If a customer is invalid, you can see the reason of it in this field, and fix customer data, if necessary. |
Last Date/Time Modified |
In this field, you can see when customer data was modified for the last time. |