Clients types in Valigara CRM

Modified on Thu, 30 Apr at 11:01 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:
- Regular
- Reseller
How to add a Client
Client Information
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

A Reseller is usually a B2B client. This client type is more deeply connected to Valigara’s B2B functionality, has additional fields and abilities for working 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.
Click + Add.
Choose the appropriate client type.
Enter the client details.
Save the record.

Client Information

Name	The client’s full name in Valigara.
Username	Used by the client to access the catalog.
Password	Used by the client to log in.
Company	The client’s company name.
Email	The client's email address. Used for communication or email campaigns.
Phone, Country, Address	Used for contact and shipping details.
Comments	Internal notes. These are not visible to the client.
Emails of contact person	Extra emails for communication.
Description	Extra details.
Not in mailing list	To deactivate any email campaigns for client.
Created	The date when the client record was created.
Tags	Used for filtering and organizing clients.

Reseller type Clients additionally have the following fields:

Discount, %	Defines the percentage discount applied to the selected catalog price for this reseller.
Price to show	Defines which product price field will be displayed to this reseller in the catalog.
Currency	Defines the currency shown to the reseller. The system uses the selected price field value as-is. If currency conversion is needed, create an additional price field calculated according to the relevant exchange rate
Payment terms	Comments on client's agreed payment
Show search	Whether to show the search engine on Catalog.
Show all products	Should the client see all products after login, or products defined in "Client Catalog"
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 multiple areas:

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

You can import your clients from any external sources