Adding customers for a reseller

After a reseller has been set up correctly in all sites of the Customer Portal site group, new customers for that reseller can be added in these ways:

• You can create a customer record and all of the customer’s ship-to records in the Customer Portal Primary Site using back office forms. Set the Salesperson on each ship-to record to the salesperson that represents the reseller (this is the Reseller’s Salesperson on the reseller’s customer record).

  Next, create the back office user account record and associate it with the new customer record. This can be done manually on the Customer Users form or automatically using the portal User Account Management Utility. If done manually, you will need to create these records in every site in the Customer Portal site group.

• The reseller can provide his or her portal redirect link to a potential customer, and that customer can go to the Customer Portal and register for an account. Also, the reseller can use the Reseller Portal to register new customers.

  In these cases, no additional back office user setup is needed. The customer, customer address, customer username, user, user email, and user group records are created automatically in every site in the Customer Portal site group. An alert is published for back office and Reseller Portal subscribers to the NewCustomerCreatedAlert, to let them know a customer record has been created.