This option is only available while adding customers, and not while editing customer details. Customers have the option to modify this option during checkout from the storefront.

5. Check Enable to access Member Portal. This way, your customers will be able to see all the transactions when logged with their email addresses.
   

6. Provide Portal Username.
   

7. Click Set Portal Password to provide a password to this customer's account.
   

8. Select the appropriate option from dropdown list for GST Treatment.

If no tax has been set up for your store, you can do so here by using the link to redirect to the tax setup page.

The Price List feature will not work for guest customers.

 13. Provide Billing and Shipping Address. If it's the same, then select the checkbox Copy Billing Address.

14.  Add Remarks, then click Save.
    

View Customer Details

1. Go to Settings > Customers under General.
   

Filters

1. All Customers: A cumulative list of customers who are active and inactive, as well as those obtained from CRM and synced with the product.
   
2. CRM customers: A list of customers created from integration with CRM .
   
3. Active customers: A list that provides details of customers who have purchased from the store at least once. These customers are marked with a green button left to their name.
   
4. Inactive customers: A list of customers who have had their portal accounts inactivated by store owners. This can be done to prevent fraudulent transactions. These customers are marked with a gray button.
   

Search Customers

Other Options

1. Sort by allows customers to be sorted in ascending or descending order, based on their name or email address.
   
2. The Show list allows store owners to choose the number of entries of customer details to be displayed on a page.
   
3. Select All allows selection of multiple customers from the list.
   
4. Delete will allow deletion of customers from the list.
   

Map a Customer to a Price List

1. Select a customer for whom price list needs to be enabled.
   
2. Edit customer details using the edit button to the right of the customer name.
   
3. Customer details, such as salutation, company name, customer name, customer email address, and contact number, can be updated here.
   
4. The Price List and Remarks section has a Price List dropdown with the available price lists. Choose the price list that needs to be enabled for this particular customer.
   
5. Click Save.
   

The Price List feature can only be updated for customers who have signed up with the store.