Skip to main content

Managing Customers

In Commerce Manager, go to Orders > Customers to manage customers.

For a conceptual overview of customers in Composable Commerce, see Customers.

Searching Customers​

  1. Go to Orders > Customers.
  2. Select either Email or Name.
  3. Select one of the following operators:
    • contains
    • is
    • starts with
    • ends with
  4. Enter the value to search for in the Search by Email or Search by Name field.
  5. Click Search.

To filter the list by more than one condition, click Add Filter, select Email or Name, select an operator, enter a value, and click Apply Filter. To remove all filters, click Add Filter and select Clear all.

Creating Customers​

  1. Go to Orders > Customers.
  2. Click New customer.
  3. In the Basic Information section, enter the following details:
    • Name: The name of the customer. This field is required.
    • Customer Email: The email address of the customer. This field is required.
    • (Optional) Password: A password for the customer.
    • (Optional) External Reference: A unique identifier for the customer in an external system.
  4. Click Save.

Editing Customers​

  1. Go to Orders > Customers.
  2. Click the customer name in the list, or click the ⋮ icon next to the customer and select Edit.
  3. (Optional) Scroll to the Custom Fields section, update the values of any custom fields that are configured for customers in your store, and click Save custom fields. To add custom fields to customers, see Flows.
  4. In the Basic Information section, update the Name, Customer Email, Password, or External Reference as required, and click Save.

Commerce Manager saves your changes and returns you to the customer list.

To view the orders placed by the customer, click See customer's orders in the Basic Information section. The All orders page opens in a new browser tab, filtered by the customer.

Managing Customer Addresses​

Adding addresses to a customer​

  1. Go to Orders > Customers.

  2. Click the customer name in the list.

  3. In the Addresses section, click Add a new address.

  4. Enter the following information:

    • Name: The name with which the address is saved.
    • First name: The first name of the recipient on this address.
    • Last name: The last name of the recipient on this address.
    • Phone number: A phone number for the address.
    • Company name: The company name for the address, if any.
    • Line 1: The first line of the address, such as the street address.
    • Line 2: The second line of the address, such as an apartment or unit number.
    • Postcode: The ZIP Code, postcode, or other postal reference number for the address.
    • City: The city for the address.
    • County: The county for the address.
    • Region: The state, province, or region for the address.
    • Country: The country for the address.
    • Instructions: Any delivery instructions for the address.

    Which fields are required depends on your store's address form settings. See Updating Address Form Settings.

  5. Click Save.

Editing customer addresses​

  1. Go to Orders > Customers.

  2. Click the customer name in the list.

  3. In the Addresses section, do one of the following:

    • Click the address in the list.
    • Click the ⋯ icon next to the address and select Edit.
  4. Update the details as required.

  5. Click Save.

Deleting customer addresses​

  1. Go to Orders > Customers.
  2. Click the customer name in the list.
  3. In the Addresses section, click the ⋯ icon next to the address and select Delete.
  4. Click Delete to confirm.

Deleting Customers​

  1. Go to Orders > Customers.
  2. Click the ⋮ icon next to the customer and select Delete.
  3. Click Yes, delete customer to confirm.
Ask External AI