Introduction


This article covers the basics of creating a new customer branch. 


Before we move into the instructions note that not all Admin accounts will be able to perform a creation of the Corporation, Company, and Website from a single setup. 


The technical capability of website admin accounts (Organization Admin, Customer Admin) that are provided to customers in the Thomalex system comes with the ability to create or manage a "Customer" as well as "Websites" and "Affiliate Websites".


Note - Only Thomalex agents are able to create a new "Organization" 

Image no.1 Site Selection Menu Example


In order to proceed with the creation of the new "Customer" make sure that you are logged in as an "Organizational Admin" account. If you are lacking one, please contact Thomalex Support Team in order to be granted access.


Creating Leisure or Corporate Branch


The "Create/Edit Customer" button will only be visible to the mentioned "Organizational Admin" account.


To start the process of creating a new customer branch, make sure that you first select the "Create/Edit Customer" button:

Image no.2 "Create/Edit Customer" Button Location


Since this is the same page from where you are able to edit the currently created customers, make sure to confirm your decision by selecting the "Create Customer" button:

Image no.3 "Create Customer" Button Location


Proceed by entering the required customer information:

Image no.3 "Create Customer" Panel


Note - Required infromation will always be labled with the red (*) asterisk sign.


Finish creating the "Customer" by selecting the "B2C" or "B2B Corp" as a "Customer Type" before entering all necessary information and clicking on the "Save" button:

Image no.4 "Customer Type" Selection


After you have selected the "Save" button and upon the successful company creation message - the system will automatically redirect you back to the "Create/Edit Customer" panel where your new Customer will be displayed in the list of available Customers:

Image no.5 Newly Created Customer Display


Now that the new customer has been created, proceed by selecting the "Back to Site Selection Menu" button:

Image no.6 "Back to Site Selection Menu" Button Location


Once back to the "Site selection menu" you will see a newly created customer.

Image no.7 Newly Created Customer Display


To proceed with creating a B2C or B2B website, click on a newly created customer:

Image no.7 Newly Created Customer Selection



Note - If you need instruction on how to procede with creating the new B2C or B2b Website refer to the following link - Creating a B2C Website