Managing Customers

This manual explains how to manage customer records in the admin area of your website.

1) Accessing the Customer List

1.1. Log in to the admin area of your website.

1.2. Navigate to Orders/Customers → Customers.

1.3. You can search and filter customers by:

• Sales channel
• First name / Last name
• Email
• Company name
• Phone number
• ZIP/Post code
• Customer group
• Address (country, region, city)
• "Is guest" flag
• Status (active / inactive)
• Title
• Registration date

2) Batch Actions

2.1. Select one or multiple customers using the checkboxes.

2.2. You can batch delete selected customers.

3) Individual Customer Actions

3.1. Click on a customer in the list to open their profile.

3.2. From this page, you can:

• Create a new order for this customer
• Edit customer details
• Delete the customer
• View order history
• Send email and send coupon
• Superlogin to this customer's account in a selected sales channel
• Update the customer’s password

4) Editing or Adding a Customer

4.1. Click Edit to modify an existing customer, or click Add new customer to create a new one.

4.2. In the customer form, you can:

• Set customer status (active / inactive)
• Access customer reviews, date of last order, number of orders (with link to order list), and total amount ordered to date
• Assign customer name, group (for B2B), sales channel, language, and backend user (sales person)
• Mark the account as guest, if applicable
• Add or edit addresses (multiple addresses supported)
• Enter contact information (email, phone numbers)
• Set credit amount and view credit edit history