Here you can get customer information, which is automatically stored in the admin panel, and the customer's details can be viewed efficiently in any transaction made on their account.
Let’s take a tour by exploring the setup of Customer.
Log in to your admin panel and go to System> Localization> Country. Obviously, all your logged-in customer details automatically added to this list, If you need, can add more!
A complete list of customers will be displayed on this page, along with the following information:
- Customer Name: Given name of your customer
- E-mail: Saves the email address for confirmation emails, notifications, newsletters, etc.
- Customer Group: A designated group of customers used to apply discounts/specials and send group emails.
- Status: Denies or approves customer account login.
- Approval: Approves the customer account after creation.
- IP: An address that reveals the location of the customer.
- Date Added: The date the customer account was created.
Checking an individual box in the first column will select the customer within the same row. Once selected, you can choose to "delete" the Customer on the top left corner and click the + button to add new.
You can check the customer history of details.
The Transaction tab is where you may manually add a transaction to the customer. To do so, enter in the description of the transaction, the amount paid, and click "Add Transaction". Every transaction added will be listed in the Transactions tab.
Manage Reward Points
If you choose to enable reward points for the store, points may be manually added to specific customers in the admin side of your store. Reward points can be added to products, which will be assigned to customers once they purchase that product. If you choose to add reward points directly to customers, you can include a reason in the description and the amount of points under the Reward Points tab. If you need to subtract points from a customer, you can enter in a negative number into the points field.
An IP Address will reveal the location of the customer's computer network. There are many website services available to shop owners, that will give the location for an IP address.
Note: The IP address cannot be added or modified for a customer. The IP address will be collected from the customer automatically by browser and added to their customer information
Manually adding a new customer
Clicking the "plus" button on the Customer page will lead you to a form where customer information can be filled in.
The general tab asks for the customer's basic information: "First Name", "Last Name", "E-Mail", and "Telephone". A password must be submitted for the customer to access the site privately. Under "Confirm", retype the password.
Clicking the '+' button will add the "Address 1" address form. You may add as many addresses as needed with the green button, or remove them with the '-' button. The "First Name", "Last Name", "Address 1", "City", "Country", and "Region/State" are required fields in the address form
Modifying existing customer information
clicking "Edit" for a customer listed on the Customer page will direct you to the customer information page.
Searching for a customer
Clicking "Filter" option to see the particular customer information on the list
Congrats!!! Now you can manage your customers efficiently, you can start selling products to customers.