The details of the selected member along with the ‘Order History’ of that member is mentioned here. Multiple actions can be performed through this section such as generating Wallet PIN to the user for availing discounts through ‘Reward Points’, editing details of the member, activating user, deleting the user, changing email id of the user, and viewing ‘Wish Lists’ of user. The ‘Wallet PIN’ will be automatically sent to user after its generation.


Customer profile




Create new user

You can create a 



Field nameDescription

Enter the 'Username' of the new user in the Email Id text box.

To allot the password to the user, select the Specify Password checkbox and enter the password in the Enter Password and Retype Password text boxes.
Note: If you don't select this check box, a link for creating password will be sent to the user through an email if you have selected the Send Mail checkbox at the end.

Enter the first name of the user in the First Name text box.

Enter the last name of the user (i.e. Surname) in the Last Name text box.

Enter the alternate email id of the user (optional) in the Alternate E-mail Id text box.

Enter the mobile number of the user (optional) in the Mobile Number text box.
Note: Make sure that the country code text box (i.e. the first text box) also filled properly.

Enter the landline number of the user (optional) in the Phone Number text box.
Note: Make sure that the country code text box (i.e. the first text box) also filled properly.

Select the Country name of the user (optional) from the Country drop-down.

Select the State name of the user (optional) from the State drop-down.

Select the City name of the user (optional) from the City drop-down.

Enter the area name of the user (optional) in the Area text box.

Enter the Postal Address of the user (optional) in the Postal Address text box.

Enter the Pin/Zip Code of the user (optional) in the Pin/Zip Code text box.

Select the 'date of birth' of the user (optional) through the Birth Date 'date picker'.

Enter the occupation of the user (optional) in the Occupation text box.

Enter the name of the Company/Industry in which the user is employed (optional) in the Company/Industry text box.

To send promotional offers to the user, select the Receive Offers checkbox. Else, don't select it.

To edit the gender of the user (if required), edit the same through the Gender section.

To send email to the user for intimation. To send an email to the user, select the “Send Mail” checkbox.








Add to group




Export to excel




Delete





Import tasks





Bulk user uploads


To download a sample file, click Bulk user upload excel.


Note: 

  • You can create an inactive user only from the Bulk user upload section.
  • You can assign a group to a new user only from the Bulk user upload section.

Inactive user: A column "Is Activated" is present in the bulk user upload excel sheet. If you enter the value as "1" in the column, a new user will be created but will remain in an inactive state. 



Task history