Skip to content
Help Center
Magyar

Customer details

Read a customer's orders, addresses and segments, and edit or delete the customer.

Where
  1. Customers
  2. a customer
On this page

A customer's page gathers everything the store knows about one person: contact details, orders, saved addresses and the segments they belong to. Open it by selecting a customer on the Customers page.

What the page shows

  • The header: the customer's name, email address and a Registered or Guest mark.
  • The strip under the header: the number of Orders, Segments and Addresses, the Phone number and Customer since.
  • Orders: every order of the customer with date, payment and fulfillment status and total. Select an order number to open the order.
  • Segments: the segments the customer is in.
  • Details: Company, Phone and Created.
  • Addresses: the saved addresses.
  • Personal data: export the customer's data and erase their personal data. See Personal data requests.
  • Customer Preferences: the customer's marketing consent, their subscriptions and the recent consent events. See Newsletter.
  • Custom data: your own key and value pairs.

Customize layout in the header lets you rearrange the sections of the page for yourself.

Edit a customer

  1. Open the customer and select Edit.

  2. On Edit Customer, change Email, First Name, Last Name, Company or Phone.

  3. Save. The header and the Details block show the new values.

The Email field is locked for a registered customer: the email address cannot be changed for registered customers. They change it themselves in their storefront account.

Add or delete an address

  1. In the Addresses block, open the menu and choose Add.

  2. On Create Address, fill in the address: Address name, the street address, City, Postal Code, Country, and when needed Company and Phone.

  3. Save. The address appears in the Addresses block.

To remove an address, open the menu on its row, choose Delete and confirm.

  • The Country list holds the countries your store sells to. See Markets.
  • A saved address cannot be edited in the admin. Delete it and add it again, or ask the customer to change it in their account.
  • Addresses on existing orders do not change when you edit the customer's saved addresses. To correct an order, see Edit an order.

Add the customer to a segment

  1. In the Segments block, open the menu and choose Add.

  2. Search for the segment and select it.

  3. Save. The segment appears in the block. The customer keeps the segments they were already in.

You add one segment per save. To take the customer out of a segment, open the menu on the segment's row and choose Remove, or tick several segments and remove them together.

Segments decide which customer price lists and segment-only discounts the customer gets. See Segments.

Move an order to another customer

In the Orders block, open the menu on an order and choose Transfer ownership. See Edit an order.

Delete a customer

  1. Open the customer and select Delete.

  2. On Delete Customer, type the customer's email address to confirm.

  3. Select Delete. You return to the Customers list and the customer is gone.

Good to know

  • A guest becomes Registered when they create a storefront account with the same email address and verify it.
  • Loyalty credits and gift cards of the customer are managed on their own pages: Loyalty and Gift cards.
  • A customer deletes their own account on the storefront. To export or erase a customer's personal data yourself, see Personal data requests.

If something goes wrong

  • The Email field cannot be edited. The customer is registered. Only they can change their email address.
  • The Country list is empty or cannot be opened. The store could not load its countries. Check that your markets hold at least one country, then try again.
  • Please create a customer group first. There are no segments yet. Create one on the Segments page.