Creating a Trade Account for a Customer

Overview

If a customer does not currently have a trade account on your website, you can create one through Ncompass. Once created, the customer will be able to access the website using their new login details.

Instructions

1. In Ncompass, go to Customers > Enquiry.

2. Find the relevant customer.

   • If the customer does not exist, create a new customer record first.

3. Select the Web Login button, as shown in the image below.

    

   

    

4. In the Customer Web Accounts window, click Create New.

5. Set Account Type to Website.

6. Under New Account Options, select Create New Login On Website.

7. Enter the customer’s email address.

8. Add a note if required for future reference. This is optional.

9. Click Save.

   

Result

The customer’s website account will be created automatically after you save the record, provided the website integration supports this functionality.