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Assign an agent and currency to a customer

Customer records are synced from the ERP and storefront — you cannot create them in the Admin Panel.

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Written by Niyaz

Use the customer detail to assign optional agent and currency selections to a customer.

Steps

  1. On Customers, choose a search field. Use either search field to find the customer.

  2. Open the customer detail. In the customer detail, select General Info.

  3. In Agent, search for agents by name.

  4. Select an Agent option.

  5. In the customer detail, locate Currency. Select the required currency.

  6. On the customer detail, if Save is unavailable, complete the required fields. Save becomes available after the required fields are completed.

  7. Select Save.

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