When a customer places an order in the store, the customer is asked to sign up before the checkout process. The customer provides personal details like name, Email id, Contact number, password, etc to create an account. Once the account is created, the customers can then log into the store at any time by using their login details i.e, Email Id and Password. The admin can add, edit, delete, filter, or search for a customer profile, as well as see all orders placed by a specific customer.

Create a customer

Usually, the customers register themselves and their account is automatically created. There may be some situations where an admin creates a customer account. For example, a customer purchases in person and the admin adds them to the customer list in the online store.

To create a customer account,

1. In the User Management menu, select the Customers sub-menu.

2. In the Active Customers tab, Click on Add Customer.

   

3. In the General Information Tab, Enter the First Name, Last Name, Email and Contact Number.

4. By clicking on the Verify Link, an OTP (One-Time Password) will be sent to the customer’s phone number for SMS authentication. Enter the OTP in the dialog box provided and click on the verify button to confirm the authenticity of the customer’s identity.

   

5. Once the verification is done, enter the password and click the checkbox Wholesale Customer, if the customer added, is a wholesale customer. Wholesalers are customers who make bulk orders. Discounts will apply when bulk orders are placed. For example, if a product is sold at $2, the wholesale price may be set to $1.5. So when 100 products are purchased by the wholesale user, the total price would be $150($1.5 X100 Units).

6. Enable the Approved toggle to approve the customer account. Enter the Company name, Tax identification number and website address.

7. In the Additional Information section, generate the customer code by clicking the Auto Generate icon. You can then enter notes, date of birth, and select gender from the dropdown menu. Check the On Account Limit checkbox for specific options.

8. In the Permissions section, enable Accept Manual Order if orders are to be placed by the admin on behalf of the customers.

9. Enable the Accept Marketing toggle to accept email marketing and receive updates on our latest products, promotions, and exclusive offers.

10. Enable the Loyalty toggle icon to access the loyalty customer history and modify the loyalty points for the customer. When this toggle icon is enabled, the count of loyalty customers will be displayed in loyalty reports.

11. Click on the checkbox if the customer agrees to terms & conditions.

12. Click on the Next.

    

13. In the Contact Information tab, enter the address and click on Add to enter more addresses. Click Save.

    

View customer details

The admin can search for a customer’s details by entering the customer’s name, or phone number in the search bar and view the details by clicking on the view(>) button against each customer’s name.

1. In the User Management menu, select the Customers sub-menu.

2. The active customer tab shows the list of all Active customers and the Inactive customers show the list of all deactivated customers.

3. Enter the customer name or phone number in the Search bar to search for particular customer details. Click on the search button.

   

4. The customer list can be filtered by status, wholesale status, type and created at, Status and Wholesale Status include Pending, Active, Approved and Declined. Type includes Guest, customer and wholesale customer.Created At the Dates/Date range the customer was created.

   

5. In the customer’s list, there is a set action that can be performed like Edit Customer Details, Deactivate Customer and View Customer History.

6. Click on Edit Customer Details icon to update the general information and contact information of the customer.

7. Clicking on the Deactivate Customer Icon makes a customer inactive and the customer is moved to the inactive customer list in the Inactive customer tab.

8. Click on the View Customer History icon to view the login details of the customer.

   

9. Click on three dots to View Orders, Reset Password, and Remove Customer.

   

10. Click on the View Orders option to view all the orders placed by this specific customer.

    

11. Click on Reset Password will send a mail consisting of a ‘Reset password’ link to your customer. The customer may follow the link to reset their password.

Activate a customer/ Edit/ Delete/View history

1. In the User Management menu, select the Customers sub-menu.

2. Select the Inactive Customers tab.

3. In the Action menu against the customer name, click on the Tick icon to activate a customer.

4. Click on the Edit icon to edit the details of the existing customer information.

5. Click on the Timer icon to view the Login details of a customer.

6. Click on the three dots to View Orders, Reset Password and Remove Customer.

   

Import/Export/Bulk remove:

1. Click on the Import icon to import customers and their details in bulk.

   

2. Click on the Export icon to export customer details into an Excel sheet.

   

3. Select the customers in bulk and click the Remove button to delete them in bulk.