How to create a customer NEW

Summary

You can create customers in your personal portal to purchase licenses. This article will describe what steps you have to take to create new customers.

Prerequisites

• An Administrator account on your personal portal.

Getting started

1. Login to your Reseller portal

2. Click SELECT ORGANIZATION.

   

3. Click Create new.

   

4. Fill in the required fields.
   General:
   - Short name: A short name of the company. E.g. Copaco
   - Full name: The full name of the company. E.g. Copaco Netherlands B.V.
   - ERP ID: The customer ID in your bookkeeping softeware. E.g. 123
   - Registration number: Chamber of Commerce number. E.g. 17048595
   - Tax ID: Tax ID from your customer (btw nummer). E.g. NL006486253B01
   - Currency: The currency that will be used in the platform. E.g. Euro
   - Industry: Choose what status the customer has. E.g. Non-profit
   Primary Address:
   - Country: This is the country where the customer is located. E.g. Netherlands
   - City: This is the city where the customer is located. E.g. Eindhoven
   - State/Province (optional): This is the state or province where the customer is located. E.g. Noord Brabant
   - Address: This is the address from the customer. E.g. Hoevenweg 21
   - Secondary address (optional): This could be the 2nd address from the customer.
   - Zip/Postal code: This is the postal code from the customer. E.g. 5652AW
   Primary contact information:
   Note: The primary contact person is used as contact person for Copaco Cloud.
   - First name: This is the first name of the main contact person from the customer. E.g. Jan
   - Last name: This is the last name of the main contact person from the customer. E.g. Janssen
   - Role: This is the role that the main contact person has. E.g. CEO
   - Email address: This is the email address from the main contact person. E.g. Jan.Janssen@company.nl
   - Phone number: This is the phone number from the main contact person. E.g. +31(0)123456789

   

5. Click Create.

Now the customer is created, the customer account has to be activated:

1. Navigate to your customers by clicking SELECT ORGANIZATION.

   

2. Click on Profile next to the customer you wish to activate.
   Please note you can see the status of a customer by checking the ‘STATUS’ column.

   

3. Click Approve.