Create account

Your buyers create their account from the store's public form. You decide whether they get in straight away, whether they wait for your approval, or whether there is no registration at all and you create the accounts yourself.

Step by step: what your buyer does

1. They go to your store and click Create account, or go directly to your store's address followed by /registrarse.
2. They fill in the form: Name, Last name, Email, Phone with a country selector, and Tax ID. Business name is optional. Depending on the country there is also a Tax status field, and below that come your registration questions if you added any.
3. They tap Create account.
4. A confirmation email arrives and the screen tells them Confirm your email. Nothing has been created yet at this point.
5. They open the email and click the link. Only then is the account created.
6. If you have approval enabled, they see Registration received and wait for your go-ahead. If not, they can sign in already.

That email verification step is what prevents fake registrations. If a buyer tells you they registered and you cannot see them in your list, it is almost always because they did not open that email.

When they sign in with Google, Microsoft or Yahoo

If somebody uses social login with an email that does not have an account in your store yet, they land on the same form but with the email already filled in and locked: the provider has already verified it.

In that case there is no confirmation email. They fill in the rest of the fields, tap Create account, and the account is created there and then.

Step by step: how you configure it

In the new store (v2), all registration is configured from the editor:

1. Tap EDIT STORE, at the top right of the panel.
2. Go to the Login section.
3. Under Registration → Who can register, choose Open, Requires approval or Closed (only admin creates accounts).
4. Under Registration questions, tap Add question to add your own. Each has its text, an Answer type (Free text, Single choice or Multiple choice) and a Required switch.
5. Save.

In the classic store, the same thing lives in the side menu, under Configuration → Customer registration.

The answers to your questions then appear on the customer's record, in the Registration answers card. They are your input for deciding whether to approve them.

The fields, one by one

• Name and Last name: two separate fields, both required.
• Business name: optional. The field reads "Business name (optional)" and is always shown. If your buyer leaves it empty, the registration still goes through.
• Email: required. It is the key to signing in and cannot be repeated within your store. If it already exists, the form warns "An account with that email already exists." and offers the link to sign in.
• Phone: required, with a country code selector that starts on your business's country.
• Tax ID: required. The label and the format change by country: CUIT or DNI in Argentina, CPF or CNPJ in Brazil, RUT in Chile and Uruguay, RFC in Mexico, RUC or DNI in Peru.
• Tax status: a selector that only appears in countries whose regime has options. Today there are three: Argentina (VAT status), Colombia (VAT regime) and Mexico (SAT tax regime).
• Your registration questions, at the end.

Registration does not ask for a password

There is no password field on the form, and one cannot be added. Access to the store is by email link or social login. The password is a separate feature that you enable and assign customer by customer from their record.

What happens with tax validation

On leaving the tax ID field, in countries where a lookup is available, the number is verified. The response is a status, not data: the business name is not autofilled in the store's registration.

In Argentina, a number that comes back as non-existent or inactive blocks the form from being submitted. If the agency's service is down, it does not block: the registration goes through and is left unvalidated.

How the form is validated

The Create account button is always enabled. It only switches off while submitting, showing "Creating account…".

Validation runs when you tap the button: missing fields are marked in red. There is no box listing what is missing. The red box with text only appears when the error comes from the server, for example a duplicate email.

If you cannot find it

• Your buyer says the Create account button does nothing, and your store is in Brazil, Bolivia, Chile, Ecuador, Spain, the United States, Paraguay, the Dominican Republic or Uruguay. This is a known issue and work is under way: in those countries the form shows an empty Tax status selector, with no option to choose, and since it cannot be filled in, submission stays blocked. In the meantime, create the account for them from Sales → Customers → Create customer: that route does not have the blocking selector.
• The registration form is not showing, but a "Registration closed" screen is. Your registration is set to Closed. Change it in the editor, under Login → Registration.
• You can't find Customer registration in the menu. That screen only exists in the classic store. With the new store, all of this is configured from the editor.
• They registered but you can't see them in the list. Check three things in this order: that they opened the confirmation email, that they are not in the pending approval queue, and that you do not have a filter active on the customers screen.
• You want to ask for a detail that is not on the form. The fixed fields cannot be changed or added to. What you can do is add your own registration questions, which is where everything commercial goes: sector, sales channel, estimated volume.

Tips

• Use the registration questions as your first commercial filter. With sector and sales channel you already know whether it is worth approving them, without calling.
• Do not ask for too much. Every required question is one more reason for a buyer to abandon the form halfway.
• If you only sell to a closed customer book, set registration to Closed: the store stops showing the sign-up and you create the accounts yourself, with the price list and seller already assigned.
• Review the pending queue every day. An unapproved registration is a sale going cold.