Shopify - (Internal Application) New Online Account for Existing Traverse Customer

INTERNAL Customer Web Account Set-up Request (Shopify)

This request form is meant for customers that already exist in Traverse and is for INTERNAL use only. If the customer doesn't exist in Traverse already, please contact AR and the account manager first and do not send along RHWEBSALE as being the customer ID.

If you need to set up 5+ accounts at a time or a customer uses a single RH ID for multiple ship-tos, please fill out this spreadsheet with the requested information and send via email to Theresa (tmcgray@russellhendrix.com).

Please allow 1-2 business days for the additions or updates to be made.
RH Customer ID*
For example SW1953 or AAB204
Customer Name*

Customer First NameCustomer Last Name
Customer E-mail*
This is the email they will use to log in and order from the website. An authentication code will be mailed there to allow logging in (no passwords).
Company Name*
(EX: Swiss Chalet or Red Deer Lodge)
Location Name
If different from company name: (EX: SWISS CHALET #1953 or RED DEER LODGE CONFERENCE CENTRE)
Customer Level
Customer level must match the level the account is currently assigned in Traverse. You need to have any changes made in Traverse before submitting a different customer level/pricing, and if there is a discrepancy, the level listed in Traverse is what they will be assigned online.

Street customers need their accurate level (PARTNER, SILVER, GOLD, PLATINUM, ELITE, etc) which can be found on the Defaults tab in the AR Customer record.

Do not put STREET. That is a Class Code not a customer level.
Customer Level*
As listed in Traverse (EX: SWISSCHAL or PARTNER)
ATTENTION

STREET is not a customer level. Please enter the level as it appears in Traverse. ex: PARTNER
RIM Location
If a street customer or buying group, include their RIM Location, which can be found under the Profit Centre field in the AR Customer profile in Traverse.
RIM Location
If applicable (Ex: Toronto)
Tax Status
PST EXEMPTGST EXEMPTTAX EXEMPT
Approver Email

ONLY for orders that need to go to Draft status and have a HO approval need approver emails added. This is not the person requesting the addition. Approvers are NOT standard for web accounts.
YesNo
Approver Email (only if required)
Additional Notes
If there are any customer removals/email updates that need to happen for the EXACT location customer is being added to, please list the emails here.
YESNO
Shipping Address to Use*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
RH Employee Requesting the Customer Set-up*

RH Employee First NameRH Employee Last Name
RH Employee E-mail*
example@russellhendrix.com
Should be Empty:

Customer Level

RIM Location

Tax Status

Approver Email