Managing customersEdit on GitHub
This document describes how to create customers in the Back Office.
Review the reference information before you start or look up the necessary information as you go through the process.
Create a customer
Go to Customers > Customers.
On the Customers page, click Add Customer.
On the Add a customer page, enter an EMAIL.
Select a SALUTATION.
Enter a FIRST NAME.
Enter a LAST NAME.
Optional: Select a GENDER.
Optional: Select a DATE OF BIRTH.
Optional: Enter a PHONE.
Optional: Enter a COMPANY.
Optional: Select a LOCALE.
To send a password change link to the customer’s EMAIL, select the SEND PASSWORD TOKEN THROUGH EMAIL checkbox.
This opens the Customers page with a success message displayed. The customer is displayed in the list.
Tips and tricks
Once you create a customer, a verification email is sent to their email address, while their STATUS is Unverified. After they click the verification link, their status changes to Verified.
Reference information: Create a customer
|Email address to be used for the account.|
|FIRST NAME||First name.|
|LAST NAME||Last name.|
|DATE OF BIRTH||Date of birth.|
|COMPANY||Company. Not to be confused with a B2B company.|
|SEND PASSWORD TOKEN THROUGH EMAIL||If you select the checkbox, after saving the customer, 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 will still be able request this email on the Storefront.|
For submitting the form