Customer Management
How do I make a customer tax exempt?
If the customer has an account, you can set them to be tax exempt. First, go to 'Customer Reports' to search for the customer's account. Then, select 'Edit.' On the edit screen, go to the 'Administrative' tab, then change 'Customer is Tax Exempt?' to ...
How can I help a customer verify their account?
In an ongoing effort to improve security across all of its websites, Bibliopolis now requires a new user to verify their email before their customer account is made active (they must "double opt-in"). A verification email will be automatically sent ...
How can customers sign up for new arrival notifications?
Click on 'New Arrival Notification' under the 'List' heading in the Control Panel menu. In the 'Settings' tab, change 'Enable Sign Up' to 'Yes.' Then, select how often, which day, and what time the emails should be sent. Next, click on the 'Advanced' ...
How do I reset a customer's password for them?
Click on the 'Customer Reports' link under the 'Reports' heading in the Control Panel menu. Then, enter the customer name in the search bar and click 'Submit.' In the 'Actions' column, click 'Edit.' First, click on the 'Customer Login' tab. Then, ...
How do I edit an existing customer's billing and shipping address?
1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search results and click the 'Edit' link. 5) Edit your customers billing and ...
How do I change a customer's password?
1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search results and click the 'Edit' link. 5) Click the 'Customer Login' tab. 6) ...
How do I add a customer to the email list?
1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search results and click the 'Edit' link. 5) Click the 'Mailing List' tab. 6) ...
How do I see a customer's order history?
1) Click 'Order Reports' under the 'Reports' heading of the 'Control Panel'. 2) Select 'Everything' from the first drop-down menu. 3 & 4) Search for your customer and click the 'Submit' button. 5) Scroll down to see your customer's order history.
How do I delete a customer's new arrival signup?
1) Click 'New Arrival Sign Ups' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer and click the 'Submit' button. 4) Scroll down & click the 'Delete' link of your customer's new arrival sign up.
How do I view all the customers' want lists?
1) Click 'Want List Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Leave the search bar blank to view all customers want lists or search for a specific Author, Title, Customer or Email. Click the 'Submit' button. 4) Scroll down ...
How do I edit a customer's want list?
1) Click 'Want List Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Leave the search bar blank to view all customers want lists or search for a specific Author, Title, Customer or Email. Click the 'Submit' button. 4) Click the ...