customer-information

Update a Customer Account

The panel on the left of the Customer Information page includes information about customer activity, such as when the customer last logged in and out, addresses, order statistics, recent orders, shopping cart contents, product reviews, newsletter subscriptions, and so on. To view customer information: 1. On the Admin menu, select Customers > Manage Customers. The Manage Customers page lists all …

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New Account Options

In the customer configuration, the basic account options are combined with advanced options related to VAT ID Validation. The following instructions show how to complete only the basic customer account options, which are highlighted in the following screenshot. To learn about the advanced options, see: VAT ID Validation. To set up the basic customer account options: 1. On the Admin menu, select …

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Create a Customer Account

Customers usually create their own accounts from your store. However, you can also create customer accounts directly from the Admin, which is useful when customers order by phone. To create a new customer account: 1. On the Admin menu, select Customers > Manage Customers. 2. Click the Add New button. 3. In the Associate to Website list, select one of …

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Update an Order

After a customer has placed an order, it is sometimes necessary to edit the order, place it on hold, or cancel the order entirely. When you make changes to an order, the original order is canceled and a new order is generated. You can, however, make changes to the billing or shipping address without generating a new order. To edit …

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Step 2: Add Products to the Order

Products can be added to the order by selecting each item from the catalog, or by transferring the information from a previous order, the customer’s wishlist, recently viewed products, or other activities. 1. To add products to the order, do the following: a. Click to the Add Products button. b. Click the Reset Filter button to list all products. Then, …

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Step 1: Initiate the Order

Method 1: Create New Order from Existing Account 1. On the Admin menu, select Customers > Manage Customers. 2. Find the customer in the list and click to open the record. 3. Click the Create Order button. 4. To complete the order, do the following: a. To add products from the Current Activities section, find the product in the list …

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Create an Order

For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed to complete the normal checkout process, with activity summaries from the customer’s account dashboard. For existing customers, new orders can be created both from the Manage Customer page and from the Sales …

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Update a Shopping Cart

To begin an assisted shopping session, the customer must be logged into the account dashboard, so that the information is available. If the customer doesn’t have an account, you can create one. What service! To offer assisted shopping: 1. On the Admin menu, select Customers > Online Customers. 2. In the list, click to open the customer record in edit …

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Online Customers

You can see who’s online in your store at any given time, and examine the contents of the customer’s shopping cart, past purchases, and recent activity. The length of the online session is set in the configuration, and determines how long the customer is visible from the Admin. By default, the online session is set to fifteen minutes. To configure …

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Shopping Assistance

Customers sometimes need assistance to complete a purchase. Some customers like to shop online, but would rather the order by phone. While you’re on the phone, the customer might decide to take advantage of a coupon. To complete the sale, you must know how to edit the contents of the shopping cart, apply the discount from the coupon, and complete …