Video Instructions

The Customers page lets you insert / edit customers

To get to this area click Sales > Customers

The Filter Bar

The top row of the customer screen is a ‘Filter’ area This is an easy way to see specific customers

Manually approving a customer

To manually approve a customer you need to go to:

1. Tick the checkbox beside the customer you would like to approve
2. Click the ‘Approve’ button

Editing a customer

To edit a customer click the edit button beside the customer you wish to edit

This takes you to the Customer editing area (as detailed below)

Adding a Customer

To add a new customer click the ‘Insert’ button

This takes you to the Customer editing area (as detailed below)

Customer Area

General Tab

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. Enabling “Newsletter” will put this customer on the e-mail newsletter list. Later on, you can categorize this customer into a specific customer group. The customer will be categorized into “Default” if there isn’t a defined customer group available. The status determines whether or not this customer will be allowed to access the store’s login.

General > Address

Clicking the Green ‘+’ 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 red ‘-‘ button.

The “First Name”, “Last Name”, “Address 1”, “City”, “Country”, and “Region/State” are required fields in the address form.

History Tab

This area shows you the customers previous comments

Transactions Tab

Here you can see past order

Reward Points Tab

This area shows you the current reward points balance and also lets you add reward points

IP Addresses

This lets you see the customers ip address and if needed you can ban it

Remember to click ‘Save’ when you have completed this area