How to create a customer
Add new customer
Go to left side of the Partner Portal:
1. Select Customers
2. Add new Customer
Select Business Account
1. First name
2. last name
3. phone number: starting +31 ( for the Netherlands)
4. Email address
Note: 3 Contact Accounts are necessary:
- Administrative Contact This contact receives information about placed orders
- Billing Contact This contact receives the invoices with suggested retail prices.
Please note, if you do not want the customer to receive this kind of invoices, use an email address of your own organization.
- Technical Contact This contact receives technical information
Necessary fields to fill out:
1. Company Name
3. Zip Code
5. Country: The Netherlands
6. Province (via drop down menu)
7. Customer number of your administration program (Exact for instance) when using the Billing API which is available
Tax registration (VATnum) is optional.
1. Fill out the company name without strange characters
2. Password is filled automatically, not need to save, can always be change and only needed when you give your customer access to the end customer portal.
3. Add. The customer will now be generated
1. Reseller has the possibility to login to the customer portal, single sign on