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#1 2023-03-14 11:09:01

StingEngland
New member
Registered: 2023-03-13

Allowing new customers to place orders after review

I have Cloudcart set to allow new customers to register but not place orders as the company location needs to be reviewed first (we have Location exclusivity for existing customers).
I can't seem to find a way to change the setting on the new customer account allowing them to place orders after I have reviewed the account.
How would I go about doing this?

Thank you.

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#2 2023-03-14 11:21:04

admin
Administrator
Registered: 2008-02-09

Re: Allowing new customers to place orders after review

You have all the configurations set correctly. Any customer that registers for CloudCart will appear under CloudCart > New Accounts on the Cloud. You will need to add this new customer to your Customers.csv file and Upload and Process. You can then go to the New Accounts section again, find the new account and edit the account code to the one in the Customers.csv file. The user will then be considered a user that can log in and create an order.

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