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Create new Consumer

29 views 0 23. June 2024

Creating a New Consumer

To create a new consumer, navigate to My Account in the left-hand menu and select Create new Consumer. This opens the Create new Consumer form, where you can enter all required company and contact information for the consumer account.

At the top of the form, enter the Company Name and, if applicable, a Salutation, followed by the Primary Contact’s First Name and Last Name. The Display Name field is required and represents how the consumer will be identified throughout the system, so it should be clear and easily recognizable.

You may also provide tax-related details by entering the VAT ID and Tax Office information. These fields are used for billing and invoicing purposes when applicable.

In the Physical Address section, enter the consumer’s street address, city, state, ZIP code, and country. An optional notes field is available for additional address details such as floor or unit number.

The Phone Number section allows you to enter the country code, area code, phone number, and extension, ensuring accurate contact information is stored for the consumer.

Finally, enter a valid Email Address. Email verification is required in order to create the consumer. Click Get verification code, then Verify once the code is received. After all required fields are completed and the email address is verified, the consumer can be successfully created and used for transactions within the system.

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