View and Edit Customer accounts

Customer account details including contact information, insights into spending, registration date, login activity, and addresses can be viewed and managed from the Customer Menu.

Select a customer to review their individual information organized into tabs.

Details Tab: Contact information, shipping and billing addresses.

Orders Tab: A detailed overview of each of a customer’s orders.

Checkouts: Tab Any active checkouts the customer may currently have

Vouchers Tab: Vouchers assigned to the customer and related spendings.

Credit Notes Tab: Details about Credit notes assigned to the customer.

Wantlist Tab: A customer’s wantlist (if enabled). Learn more about the Wantlist Tab here.

Edit customer details

To edit customer contact information, select Edit Details from a customer's account page.

Add / Edit a customer address

To add a shipping address to a customer account:

1. select Edit Addresses from a customer's account page.

2. select Address type from the dropdown menu.

3. fill out the required fields and Submit

Verification Email

A customer's email needs to be verified before they can login to their Eshop account and complete the registration process.
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Resend the Eshop verification email to a customer by selecting Send verification email.

Add / remove customer from lists

To add or remove a customer from lists, select Add to Lists from the customer account page. From this dialog window you can select which lists a customer should belong to.

Add a note to a customer account

To add a note to a customer, select Edit note. You can use this field to add any short notes pertaining to the customer.

Delete a customer account

Select Delete to delete a customer account. Customer details and login info will be erased, but any spending data associated with this account will still be retained.