Managing customers

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This article describes how to manage customers.

Prerequisites

To start managing customers, navigate to Customers > Customers.

Each section contains reference information. Make sure to review it before you start, or just look up the necessary information as you go through the process.

Creating customers

To create a new customer:

  1. In the top-right corner of the Customers page, click Add Customer.
  2. On the Add a customer page, enter the customer information. The customer information must include first name, last name, and the email address that will be linked to the new account. The email address is important for completing the registration (by accessing the link that will be sent by email) or for later use of the forgot password functionality.
  3. Send the password token by email by selecting the Send password token through email checkbox. After saving the customer data, an email will be sent to the customer containing a link. By accessing the link, the customer will be able to set a password for the account.
Info

If you don’t select this option, the customer is still able to set a password for their account by clicking the reset password link from the online store.

  1. To complete the customer creation, click Save. This creates the new customer with the Unverified status in the Customers table. At the same time, the customer receives an email with the verification link that they must click to get verified and start using the online store as registered users do. Once they verified their account via the link in the email, the status in the Customers table changes to Verified.

Reference information: Creating customers

The following table describes the attributes you enter and select when creating a customer.

ATTRIBUTE DESCRIPTION
Email Email address that will be linked to the new account. The email address is important for completing the registration (by accessing the link that will be sent by email) or for later use of the forgot password functionality.
Salutation Formal salutation for your customer (e.g., Mr, Mrs).
First Name Customer’s first name.
Last Name Customer’s last name.
Gender Customer’s gender. The drop-down list with the following values available for selection: Male and Female.
Date of birth Customer’s date of birth in the format mm/dd/yyyy. Once you click on the field, the calendar opens where you can select the date.
Phone Customer’s phone number.
Company Customer’s company.
Locale Selected from a drop-down list value defines the locale for your customer.
Send password token through email If you select the checkbox, after saving the customer data, an email will be sent to the customer containing a link. By accessing the link, the customer will be able to set a password for the account. If you don’t select this option, the customer is still able to set a password for their account, by clicking the reset password link from the shop interface.
Add or edit customers page

Editing customers

To edit a customer:

  1. For a specific customer, you need to update, click Edit in the Actions column on the Customers page.
  2. On the Edit Customer page, you see the same attributes as on the Add a customer page, but with the following exceptions:
    • The Email field is greyed out and is not available for updates.
    • You see two additional drop-down lists: Billing Address and Shipping Address. The values in those fields appear only if the addresses were added to the customer profile on the Storefront or from the Back Office > View customer-specific page. Those are not available for modifications from the Edit Customer page.
  3. Update the needed values and click Save.

Tips & tricks
From the Edit customer page, you can:

  • Switch to the View customer page, where you can manage the addresses by adding a new address or updating the existing one (see the Viewing Customer Details section below).
  • Delete the customer record (see the Deleting a Customer Record section below).

Reference information: Editing customers

The following table describes the attributes you enter and select when editing a customer.

ATTRIBUTE DESCRIPTION
Email Email address that is linked to the customer account. The email address is important for completing the registration (by accessing the link that will be sent by email) or for later use of the forgot password functionality. On the Edit customer page, this field is greyed out and not available for modifications.
Salutation Formal salutation for your customer (e.g., Mr, Mrs).
First Name Customer’s first name.
Last Name Customer’s last name.
Gender Customer’s gender. The drop-down list with the following values available for selection: Male and Female.
Date of birth Customer’s date of birth in the format mm/dd/yyyy. Once you click on the field, the calendar opens where you change the date.
Phone Customer’s phone number.
Company Customer’s company.
Locale Selected from a drop-down list value defines the locale for your customer.
Send password token through email If you select the checkbox, after saving the customer data, an email will be sent to the customer containing a link. By accessing the link, the customer will be able to set a password for the account. If you don’t select this option, the customer still canset a password for their account, by clicking the reset password link from the shop interface.
Billing Address Drop-down list with the addresses set up for the customer. The selected address defines the billing address for your customer.
Shipping Address Dop-down list with the addresses set up for the customer. The selected address defines the shipping address for your customer.

Add or edit customers page

Viewing customer details

The View customer details page is designed to serve more purposes than just seeing the details.

On this page, you can view the orders placed by the customer, edit the addresses, or add another address, leave descriptive messages in the Notes section.

To know how the customer addresses are managed, see Managing customer addresses.

Viewing customer details

To view customer details, take one of the following steps:

  • Click View in the list of customers.
  • Click View in the top right corner of the Edit Customer page.

If the customer has addresses, they can be edited in the Addresses section of the View Customer page.

Leaving a note

To leave a note:

  1. On the View Customer page, scroll down to the Notes section.
  2. In the Message box, type your message and click Add Note.

Deleting a customer record

To delete a customer record:

  1. In the Actions column of the Customers table, click View for the customer record you want to delete.
  2. On the View Customer page, click Delete at the top of the page.
  3. On the Customer deletion confirmation page, click Delete account.

OR

  1. In the Actions column of the Customers table, click Edit for the customer record you want to delete.
  2. On the Edit Customer page, click Delete on top of the page.
  3. On the Customer deletion confirmation page, click Delete account.

Reference information: Viewing customer details

This section lists descriptions of the attributes you see when viewing customer details on the View Customer page.

The Customer section:

ATTRIBUTE DESCRIPTION
Salutation Formal salutation for your customer (e.g., Mr, Mrs).
First Name Customer’s first name.
Last Name Customer’s last name.
Email Email address that is linked to the customer account.
Company Customer’s company.
Customer Reference Unique reference of the customer.
Gender Customer’s gender.
Locale Customer’s locale.
Phone Customer’s phone number.
Date of birth Customer’s date of birth.
Registered date Customer’s registration date.
Zed Account Reference Reference to the customer’s zed account.

The Addresses section:

ATTRIBUTE DESCRIPTION
Salutation
First Name
Last Name
Customer’s salutation. If the other person is the point of contact for this address, you need to populate the fields with the respective data. If the customer is the same, populate the fields with the same values.
Address
Address (2nd line)
Address(3rd line)
Fields with the address information except for the city, zip code, and country.
Company Customer’s company.
Zip Code
City
Country
City, zip code, and country of the customer.
Actions Allows you to edit customer addresses. In this field, you can click the Edit button next to the address you want to edit.

The Orders section:

ATTRIBUTE DESCRIPTION
Order Reference Unique reference of the order.
Order State Current state of the order.
Grant Total Grand total of the order.
Number of Items Quantity of the items in the order.
Actions Actions you can do on this order.