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Create Customer

Create Customer For Vendor

This guide provides a step-by-step tutorial to help you create a Customer for Vendor in Stack Console account, set up billing, verify and access your account.

  • From the left-hand menu, click on the Customers to display a full list of customers created.
  • To create customer, there are two ways two create a customer in Vendor Portal:
    • You can create a customer by choosing Create New Customer from top of the page.
    • Else, click on Create Customer from right-hand side of the page.

Customer List

  • Enter the necessary details, such as your name, email address, and password.
  • Choose a customer type:
    • Individual: For personal use; enter details like your address.
    • Company: For organizational use; provide details such as your company name, website, and address.

Customer Details

  • Enter your billing information such as billing address and VAT/GST details. Alternatively, you can select Send Email Notifications to Customer to send notifications and Enable Customer Login. Click on Save and Continue.

Billing Information

  • View the account details and create the account.
  • Check your email inbox for a verification email from Stack Console containing a One-Time Password (OTP).
  • Enter the OTP in the provided field on the website. Click Verify to confirm and proceed to the billing setup.

Verification

  • Complete Payment: Select credit card, bank transfer, or other available payment options and enter valid payment details and complete the payment procedure.
  • Complete KYC: Submit required identity documents (like passport or driver's license) for Know Your Customer verification.
  • Review the Terms & Conditions of the platform carefully. Accept the terms to complete the registration process.
  • Your Customer is created successfully. To access the customer, click the Login icon on the right side of their entry to access their dashboard directly.

Conclusion

You've successfully created a customer account in Vendor Portal. The customer can now access their dashboard and utilize Stack Console services.