How to create a customer?

Follow the below steps to create a new customer in the Bemakers platform. 

Let's get started! 

1. Go to the Customers
2. Select Create new Customer

Customer Type

1. Start by indicating the 'customer type', and the country the customer is based in
2. Select the country the customer is from from the drop-down

Note: If the country that your customer is from does not appear in the dropdown menu, it's because Bemakers is not supporting that market. 

Customer Information

You need to fill in details on the individual customer. 

Business Customer (B2B)

1. One of the most important details for business customers is their VAT number, as it plays a key role in invoicing and tax compliance. Ensure you enter it correctly to avoid issues..
   • Note: If you don't know the companies VAT, you can search for it here 
   • Once you enter a valid VAT number, a "Validate" button will appear. Click on it to verify the VAT number. If the VAT number is valid, the system will automatically prefill the company name and shipping address (if available) based on VAT registration.
2. Company name - should match the official name registered for the VAT number. You can enter it manually or use the Validate option to autofill the details.
   • Note:  In some countries, using the legal company name is mandatory for eAD (electronic Administrative Documents) and invoices.
3. Company email - provide the email where all communication should be sent (incl. invoice)
4. Billing email - if you want to have invoices sent to a different email then provide that here
5. Check this box if you wat both the company and the billing email to receive the invoice
6. The VAT number is very important! So make sure to double-check when adding it.
   • Note: If you don't know the companies VAT, you can search for it here 
7. Select the Payment Terms - you have the options of Net 8, 14, 30 or 60 days.
8. Click 'Next' to fill in the address information 

Distributor Customer

1. The VAT number is very important! So make sure to double-check when adding it:
   
   • Note: If you don't know the companies VAT, you can search for it here 
   • Once you enter a valid VAT number, a "Validate" button will appear. Click on it to verify the VAT number. If the VAT number is valid, the system will automatically prefill the company name and shipping address (if available) based on VAT registration.
2. Distributor name - should match the official name registered for the VAT number. You can enter it manually or use the Validate option to autofill the details.
   • Note:  In some countries, using the legal company name is mandatory for eAD (electronic Administrative Documents) and invoices.
3. Distributor email - provide the email where all communication should be sent (incl. invoice)
4. Billing email - if you want to have invoices sent to a different email then provide that here
5. Check this box if you wat both the company and the billing email to receive the invoice
6. The Distributor Excise Number 
7. Select the Payment Terms - you have the options of Net 8, 14, or 30 days.
8. Click 'Next' to fill in the address information - for a Distributor customer type make sure you enter the Consignee address

Consumer (D2C)

1. Consumer name - name of the person who should receive emails from you 
2. Consumer email - provide the email where all communication should be sent (incl. invoice) 
3. Billing email - if you want have invoices sent to a different email then provide that here
4. Select the Payment Terms - you have the options of Net 8, 14, or 30 days.
5. In order for the consumer customer to receive the goods they have ordered, they need to be above the legal drinking age. Once confirmed check the box.
6. Click 'Next' to fill in the address information

Note: Important - for your end-consumer customers, remember that you need explicit email consent to sent them any marketing emails. This they can provide in the check-out flow. 

Addresses

Start by entering the customer's shipping and billing addresses into the system. 

Customers may have more than one billing or shipping address. You have the flexibility to add multiple addresses based on the customer's needs and preferences.

If a customer has multiple billing or shipping addresses, it's essential to designate a default address. The default address is the primary choice for both billing and shipping unless specified otherwise during the order process.

When you create an order for a customer, Bemakers automatically pre-fills the shipping and billing address fields with the data from their default addresses. This feature enhances efficiency and reduces the time taken to process orders accurately.

Click save the customer, and you have successfully created a customer!