Self-registration

After the function of self-registration for guest users is enabled, your new customers can register themselves as login users by inputting their information in the registration page. Their contacts will be related to a new-registered user profile and stored in an account specifically for all new-registered users. **That means you can find all new-registered customers in one Account. **

After registration, the currency and price books for the new-registered customers is according to the account for new-registered users. **After creating a new Account for the new-registered customer’s company, you may adjust the currency and price books according to the preference of the new customer. **

Steps to handle a new customer user:

1. Create an Account for the new-registered customer’s company.
2. Move the Contact of the new customer to his own company Account.
3. Assign the correct Currency and Price Books to the new Account.
4. Input the company information of the new account, you may take reference from the information of new customer in User, or contact your new customer to obtain more details about them.
5. Move the relevant Web Order(s) to the Account of new-registered customer’s company.
6. Change the User's Profile from that new-registered user profile to be the one you want, e.g. OrderCentral Community Login User.
7. Update or revise the User’s information if need, as they can view their own information in the shop.