Customers are the heart of your business. Each time an order is created, a customer record will be created. If an existing customer record already exists, then the order will be append to that customer's record.
View a Customer Profile
You can view your customers by selecting the Customers menu item from the Main Menu. To view an individual customer's record, first open the Action menu by clicking the three vertical dots on the right side of the Customers index screen. Then, click the View icon.
The Timeline View displayed in the Activities section of the page lists in reverse chronological order activities recorded for this customer. Activities such as when the customer's profile record was updated, when an address was created or updated, when an order was placed, when the customer's record card was charged, and when the ordered products were shipped all appear in this view.
The Orders View displayed in the Activies section of the page lists in reverse chronological order each of the sales orders that the customer has placed. You can jump directly to each Sales Order detail page by clicking the View icon on the right side of the page.
Creating a New Customer
New customer records are automatically created when a Sales Order is created. You can also create a new customer record yourself by clicking the [+New Customer] button on the Customers index page.
You can create multiple addresses for a customer and designate which address is the Primary. To create a new address, click the [+Add Address] button.
You'll notice that each address can have its own first and last name. This option enables your customers to select different Ship To addresses when they place their orders.
To delete an address, click the trash can icon.
Editing a Customer Profile
You can directly edit a customer's profile from the Customers index page. Open the Action menu by clicking the three vertical dots on the right side of the page for the profile you wish to edit. Then, click the Edit icon.
You can also edit a customer's profile when viewing it. Simply click the Edit icon located at the top right corner of the page.