Associating existing customers with a reseller

To assign a reseller to an existing customer account:

  1. Open the Customer Ship-Tos form.
  2. Select the existing customer and set the Salesperson field to the salesperson that represents the reseller (this is the Reseller’s Salesperson on the reseller’s customer record).
  3. Do this for each of the customer’s ship-to records across all sites in the Customer Portal site group.
  4. Create the back office user account and associate it with the existing 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.