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)
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:
select Edit Addresses from a customer's account page.
select Address type from the dropdown menu.
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.
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.