Ecommerce Online Store - Sales - Customers

What is a Customer?

A visitor to your store who places an order and successfully completes checkout is a customer. The storefront can recognize two separate types of customers:

• A guest customer does not create an account when purchasing.
• A registered customer agrees to have all personal information stored by registering on the storefront or during checkout.

A registered customer then has the ability to log into your storefront at any time to update their personal information or view order history.

Managing your Customers

All registered customers who make purchases in your store are stored in the Customer Manager. The manager displays their purchase history including their total orders, total sales value, and average order value.

Names are displayed in descending order by date of registration. The list can also be sorted by the clicking on the Name, Orders, Total Sales, Avg Value, Signup, Last Login, and Last Order. You can also search your customers with the drop-down and search fields.

Price Levels

From the Customer Manager, you can change the price level for the customer by clicking the Price Levels drop-down and selecting the desired price level. You can also add a customer to a price level in the Edit Customer page shown below.

Exporting Customers

You can export your list of Customers as a .CSV or XML file by clicking on the link located just above the Cancel button. For more information, please see Import and Export.

Editing Customer Information

Clicking on the Edit button for any customer will open the "Customer Details" screen, which displays most of the login and address information for each customer. You have the option to modify any of the customer information, including password changes.

From the Customer Edit page you can add a customer to a Price Level, Customer Group, or Mailing List. You can also see the customer's total order history.

Registering a Guest Customer

While the Customer Manager will list all purchases made by registered customers on your store, any guests that have shopped in your store will not be shown. You can register a quest customer who has completed a purchase and their information will then appear with the other registered customers on your Customer Manager.