Customers

Manage customers information.

The customer dashboard enables you to manage your customer information. Within this view, you can easily handle all the contact details and addresses. You can sort and filter the list by customer's ID, first name, last name, company or preferred sites.

You can also change the default view by using the options available under the orchestration icon.

With the table orchestration, you can add custom columns to the list view, by adding mixin fields as columns. If you have already defined mixin schema for the entity, you'd be able to select the defined mixin fields to display them in the main view.

See example how to do it in the Displaying mixins in entity list view documentation.

Creating a customer

1. To start creating a customer, go to Customer Management -> Customers and choose Add New Customer.

2. Provide all the details related to the new customer, such as: name, customer's company, contact details, preferred site, or a currency that the customer uses. You can also mark if the customer is on hold and if it's an active customer.

   • On hold - place the customer on hold whenever it's needed, for example when you want to perform any checks related to the customer

   • Active - choose if the customer is active or inactive

Customer group, Preferred Currency and Contact Email are mandatory for a customer creation. You can decide to edit other details later. You can also set up a custom customer ID in the Id field. Otherwise, a unique ID is automatically generated when the customer is created.

When creating a B2B customer, assigning the customer to a relevant customer group is required. The group defines the permissions that the customer has for the approval process at the company.

The approval process is relevant only for the B2B customers.

To check how the approval process works, go to the Approvals guide.

1. Choose Save to create the customer.

   Result: After creating the customer, an ID and the customer number are created, and the creation date is added. You can also see a new section related to marketing details, it includes data about coupons and deliveries.

2. In the Addresses tab, you can provide the details of the customer's addresses with information about contact details and company names related to the customer. You can provide multiple addresses for the same customer and mark which one should be used as default. Similarly to the customer creation, you can also set up a custom address ID in the Id field. Otherwise, a unique ID is automatically generated when the address is added.

It is possible to create a customer from a company contact. If you want to grant storefront access to an existing company contact person, see Converting Contact to Customer.

Managing customer's details

The customer Details view allows you to check and manage the customer's information.

If you have assigned a customer as a contact to a company in the system, the assignment is displayed on the customer view as well. You can also see when was the last time the customer successfully logged in to the online store.

Assisted Buying

For each customer, you can have the Assisted Buying feature configured. The feature allows you to perform actions on behalf of the customer.

1. In the drop-down menu of the Assisted Buying button, you can find all the customer's sites for which the assisted buying is configured. When you choose the site from the menu, a related storefront URL opens in another tab.

   

The Assisted Buying button is visible only if there's at least one site with the configured storefront URL and if the logged in user is a member of the support group.

To check how to configure Assisted Buying, go to the Sites guide.