Create an Offline Buyer

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This manual explains the steps to create an Offline Buyer in Buyer Management of the Merchant App.

Purpose

By creating an Offline Buyer and registering Buyer information in the Brand environment, you can standardize the operations for registering external orders into DEXTRE and the information required for Bulk Invitation of Buyers.

It avoids management by individual staff and allows Buyer information to be registered using the same procedure.

In addition, by consolidating Buyer information into the Brand environment, it can be used for centralized information management.

Feature Description

What is an Offline Buyer?

This feature creates an Offline Buyer within the Brand environment.

Unlike regular Buyers who connect with a Brand by being invited or offered, an Offline Buyer is local data that can only exist within the Brand environment.

Offline Buyer Usage Scenarios

Offline Buyers are used for the following purposes:

• Registering order data from external sources into DEXTRE on the Brand side.
• Utilizing them in Bulk Invitation of Buyers.
• Using Offline Buyer information to log in to the Customer Order Link, allowing even uninvited Buyers to view order screens that consider Transaction Terms, transaction currencies, and more.

Data Transfer After Migration to Transactional Buyers

Order, delivery, and billing data registered to an Offline Buyer can be carried over even after they become a transactional Buyer through invitation or offer.

The data for the Offline Buyer and the transactional Buyer will not be separated.

Creation with the Same Email Address

Multiple Offline Buyers can be created using the same email address.

Instructions

Navigating to the Operation Screen

1. Click the Buyers menu.
2. Click Create Offline Buyer.

How to Fill Out the Form

Enter Basic Settings

1. Transaction Language (Required)
   Select the Transaction Language from the dropdown.

   You can select from languages enabled in "Brand Settings > Core Settings (Config)".

2. Country Of This Buyer (Required)
   Select the country where the Buyer is located.

3. Buyer Type (Required)
   Select Company / Individual.

4. Unique Code
   Enter any value for the Buyer's Unique Code.

   • If left blank, it will be automatically generated upon creation.
   • The Unique Code is treated as an identifier used in various DEXTRE bulk processing features.

5. Customer Code
   You can set the Buyer's Customer Code by entering any value.

   • If you have a code from accounting software or similar, please enter it.
   • It is also possible to register a value that overlaps with the Unique Code.

6. Company / Organization Name (Required if Buyer Type is Company)
   Enter the company or organization name.

   If the Buyer Type is Individual, the Company / Organization Name will not be displayed.

7. Name Of Representative (Required)
   Enter the representative's name if the Buyer Type is Company.
   Enter the full name if the Buyer Type is Individual.

8. Phone Number (Required)
   Enter the phone number.

9. Email (Required)
   Enter the email address.

10. Tax Identification Number (E.g., VAT Or Tax-Related ID)
    Enter the Buyer's tax identification number.

Enter Login Info

In Login Info, you can set the email address and password for accessing the Customer Order Link.

1. Login Email (Customerorderlink)
   Enter the login email address for the Customer Order Link.

   It is automatically inserted when the Email in Basic Settings is entered.

2. Login Password
   Enter the login password for the Customer Order Link.

   If no login password is registered, the Offline Buyer cannot access the Customer Order Link.

Enter Billing Address

You can register the billing address for the Offline Buyer.

1. Register Billing Address
   

   Specify whether to register a billing address or not using the toggle button.

   • Yes: Registers a billing address. The billing address input form will be displayed.
   • No: Does not register a billing address.

2. Billing Address
   Enter various address information for billing.

   • If Register Billing Address is enabled, at least one address must be registered.
   • The billing address checked as Set as Default will be used as the initial value when creating a new Invoice. (Manual selection can be skipped.)
   • When entering a Japanese address, select the "Prefecture" from the dropdown.

   The billing address is included in document PDFs such as Order Confirmations and Invoices.

3. Add
   If you want to register multiple billing addresses, you can add an input form by clicking the Add button.

Enter Delivery Address

You can register the delivery address for the Offline Buyer.

1. Register Delivery Address
   Specify whether to register a delivery address or not using the toggle button.

   • Yes: Registers a delivery address. The delivery address input form will be displayed.
   • No: Does not register a delivery address.

2. Delivery Address
   Enter various address information for delivery.

   • If Register Delivery Address is enabled, at least one address must be registered.
   • The delivery address checked as Set as Default will be used as the initial value when creating a Packing List. (Manual selection can be skipped.)
   • When entering a Japanese address, select the "Prefecture" from the dropdown.

   The delivery address is included in document PDFs such as Packing Lists.

3. Add
   If you want to register multiple delivery addresses, you can add an input form by clicking the Add button.

Enter Forwarder / Courier

Mainly for international transactions, set this if you want to register a Forwarder or Courier for the Offline Buyer.

Clicking Add a Forwarder / Courier opens the "Add a Forwarder / Courier Modal".

Enter the following items as necessary:

1. Forwarder / Courier Name
   Enter the name of the Forwarder or Courier.

2. Forwarder Account No.
   Enter a management code or similar if any.

3. Customs
   If there are attributes other than the name or management code that you want to register, click Add a Custom and enter the Name (item name) and Value.

4. Add
   When entry is complete, click the Add button.

   The Forwarder / Courier will be added.

Enter Terms & Conditions

Enter information regarding the Transaction Terms for receiving orders from the Buyer.

1. Transaction Language (Display item)
   The language set in the Transaction Language of Basic Settings is displayed.

2. Currency
   Select the transaction currency from the dropdown.

   You can select from currencies enabled in "Brand Settings > Core Settings (Config)".

3. Billing Term
   Select "Deposit" / "Without Deposit".

   If "With Deposit", enter the deposit rate as a number.

   Example: If the deposit rate is "30%", enter "30".

4. Transaction Terms
   Select the Transaction Terms.

   Enter the "Wholesale Rate / Recommended Retail Price" or "Percent Off" as a number according to the conditions.

   Example: If the wholesale rate is "60%", enter "60".

5. Transaction Terms And Conditions For Sales Agent
   You can set Transaction Terms for consignment sales.

   Please enable this if you use the Partner Stock (consignment sales) feature.

6. Default Seller Borne Bank Transfer Fee
   If there is a fixed transfer fee to be borne by the Brand side upon payment from the Buyer, it can be set.

7. Default Maker Bank Account
   You can select the Brand bank account to receive payments from the Buyer.

8. Pay Outside The App Terms
   You can freely enter text for payment terms to be stated on Invoices, etc.

Enter Attributes / Buyer Custom Attributes

1. Customer Delivery Address Code
   You can enter a Delivery Code.

   This will be included in data exports such as Excel.

2. Buyer Custom Attributes
   You can register data for pre-registered custom attributes.

Select Members For Assignment

From the list of members, enable the checkboxes for the accounts you want to assign as staff members.

You can narrow down members by entering criteria in Search Members and clicking the Search button.

Create Offline Buyer

Confirm the entries and click Create.

The Offline Buyer will be created.

Important Notes

Registration of Billing and Delivery Addresses

It is recommended to register billing and delivery addresses in advance.

• If addresses are not registered, you will need to register an address every time you create document data such as orders, deliveries, or invoices.
• Unless address information is unnecessary or you plan to invite them immediately, it is recommended to register address information.
• If you invite a Buyer whose address is not registered, it is not a problem because the invited Buyer will register the address themselves.

Login Info When Using Customer Order Link

When logging in to the Customer Order Link using Offline Buyer information, please register a Login Password in Login Info.

If no login password is registered, the Offline Buyer cannot access the Customer Order Link.