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Creating A Wholesale Account for an ITAM

  1. Log into Shopify and click the Customers tab in the left menu.

  2. At the top right click "Add Customer"

  3. Enter all the information provided from the Base CRM.

  4. Tag the customer with:
    1. “ITAM”
    2. “Wholesale”
    3. “WLoyalty” (All other prices must be approved by management)
    4. "The Independent Contractor Customer ID Number"

  5. Click "Save Customer"

  6. Click the [...] symbol in the newly created customer's page.

  7. Click "Send Account Invite". A pop-up menu will open.

  8. Click "Review Email" to go to the next screen.

  9. Finally, Click "Send Notification". The customer account has new been created.