Create a Customer for a Reseller

You can create a customer from your account, or you also have the option of creating a new customer as part of the checkout process for new products.

To create a customer without adding a product follow these steps:

  1. After logging in, click “Organizations” from the left menu.
  2. Select your reseller organization from the list.
  3. Click the “Customers” tab from your organization overview.
  4. Click “Add Customer.”
  5. Select the customer type from the drop down.
  6. Enter the required contact details.
  7. Click “Create.”

To create a customer while in the checkout process:

  1. On the “Ownership & Billing” page of the checkout process click “Invoice to” and select your reseller organization.
  2. Click “Select Owner” then click “Create.”
  3. Select the customer type from the drop down.
  4. Enter the required contact details.
  5. Click “Create.”
  6. Complete the order.