Clients types in Valigara CRM

Modified on Mon, 27 Apr at 6:27 PM

Valigara uses client types to separate different business scenarios in the CRM and related workflows. The main client types are Regular and Reseller.

TABLE OF CONTENTS

Client types in Valigara:
Where client types are used

Client types in Valigara:

Regular

Regular clients are created automatically when orders are fetched from external marketplaces.

You can also add Regular clients manually, for example for:

Offline orders
Manual client records
Non-integrated sales channels

Reseller

Usually, Reseller is a B2B client. This type of client is more integrated with the Valigara's functionality, has additional fields and abilities for the work with Valigara's native solutions, such as Client Catalogs, VSites etc.

Use Reseller clients when buyers need access to private buying workflows in VSite and VCatalog. A Reseller client can:

Log into the VSite to make purchases
Have a personal product catalog
Have custom pricing

How to add a Client

Go to Orders -> Clients List.
Select + Add.
Choose the appropriate client type.
Enter the client details.
Save the record.

Client Information

Name	A client's name in Valigara.
Username	Is used to access the catalog.
Password	Is known to Valigara user and client.
Company	A client's company.
Email	A client's email, can be used in email campaigns.
Phone, Country, Addres	Client's phone, country, address - used for shipping.
Comments	Help you remember all important details about client, comments are not shown to the clients.
Emails of contact person	Extra emails for communication.
Description	Extra details.
Not in mailing list	To deactivate any email campaigns for client.
Created	When was created.
Tags	Can be used for filtering.

For Reseller Clients you can also set the following fields:

Discount, %	How much to decrease the value of price field value of the catalog for the client.
Price to show	Which price field to use for the client in the catalog.
Currency	Your preferred currency. The values are taken bare from the price value field. Construct additional fields to recalculate prices based on currency rate.
Payment terms	Comments on client's preferred payment.
Show search	Whether to show the search engine on Catalog.
Show all products	Whether to show all products to client, otherwise use "Client Catalog" to define what products to show.
Disable submit order for resellers	Prevents the Client from creating an order directly from VSite.

Where client types are used

Client types are relevant in these areas:

Orders and CRM records
Offline order handling
VSite private client catalogs
VCatalog access and pricing setup

Also check how to import your clients!