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Charges","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fadditional-charges","02.store-management\u002F02.dashboard\u002F09.settings\u002F05.additional-charges",{"title":205,"path":206,"stem":207},"Taxes","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Ftaxes","02.store-management\u002F02.dashboard\u002F09.settings\u002F06.taxes",{"title":209,"path":210,"stem":211},"Notifications","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fnotifications","02.store-management\u002F02.dashboard\u002F09.settings\u002F07.notifications",{"title":213,"path":214,"stem":215},"Warehouses","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fwarehouses","02.store-management\u002F02.dashboard\u002F09.settings\u002F08.warehouses",{"title":217,"path":218,"stem":219},"Shipping Rate","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fshipping-rate","02.store-management\u002F02.dashboard\u002F09.settings\u002F09.shipping-rate",{"title":221,"path":222,"stem":223},"Headless","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fheadless","02.store-management\u002F02.dashboard\u002F09.settings\u002F10.headless",{"title":225,"path":226,"stem":227,"children":228,"page":25},"Account Settings","\u002Faccount-settings","03.account-settings",[229],{"title":230,"path":231,"stem":232},"Orderain Magic","\u002Faccount-settings\u002Forderain-magic","03.account-settings\u002F01.orderain-magic",{"id":234,"title":152,"body":235,"description":1154,"extension":1155,"links":1156,"meta":1157,"navigation":1158,"path":153,"seo":1159,"stem":154,"__hash__":1160},"docs\u002F02.store-management\u002F02.dashboard\u002F04.customers.md",{"type":236,"value":237,"toc":1126},"minimark",[238,249,265,271,276,279,330,344,348,358,362,430,435,446,450,505,520,524,554,558,563,578,582,589,593,604,608,614,645,649,655,659,671,675,787,799,807,811,827,878,882,886,893,1052,1062,1066,1081,1085,1092,1119],[239,240,241,242,245,246,248],"p",{},"The ",[243,244,152],"strong",{}," page is where you track and manage everyone who shops with your\nstore. Open it from ",[243,247,152],{}," in the dashboard sidebar.",[250,251,252,253,256,257,260,261,264],"note",{},"Any shopper who ",[243,254,255],{},"creates an account on your store"," automatically appears here.\nYou can also ",[243,258,259],{},"add customers manually"," with ",[243,262,263],{},"+ Create Customer",".",[266,267],"img",{"src":268,"alt":269,"style":270},"\u002Fimages\u002Fdashboard-customers\u002Fcustomers.jpg","The Customers page with filters, search, and a table of customers","max-width:640px;width:100%;height:auto;border-radius:8px;",[272,273,275],"h2",{"id":274},"the-customers-table","The customers table",[239,277,278],{},"Each customer appears as a row with these columns:",[280,281,282,289,295,301,307,313,318,324],"ul",{},[283,284,285,288],"li",{},[243,286,287],{},"Name",", the customer's name (click it to open their details).",[283,290,291,294],{},[243,292,293],{},"Email",", their email address.",[283,296,297,300],{},[243,298,299],{},"Phone",", their phone number.",[283,302,303,306],{},[243,304,305],{},"Gender",", their gender.",[283,308,309,312],{},[243,310,311],{},"Country",", their country.",[283,314,315,317],{},[243,316,110],{},", how many orders they've placed.",[283,319,320,323],{},[243,321,322],{},"Total Spent",", how much they've spent in total.",[283,325,326,329],{},[243,327,328],{},"Created",", when the customer was added.",[239,331,332,333,336,337,340,341,343],{},"At the top you can also set a ",[243,334,335],{},"Date range",", filter by ",[243,338,339],{},"Status",", and click\n",[243,342,263],{}," to add one manually.",[272,345,347],{"id":346},"viewing-a-customers-details","Viewing a customer's details",[239,349,350,351,353,354,357],{},"Click a customer's ",[243,352,287],{}," to open the ",[243,355,356],{},"Customer Detail"," page, where you can see\neverything about that customer:",[266,359],{"src":360,"alt":361,"style":270},"\u002Fimages\u002Fdashboard-customers\u002FcustomerDetails.png","The Customer Detail page with the customer profile, order statistics, financial overview, coupons, and order history",[280,363,364,383,392,401,414,424],{},[283,365,366,369,370,373,374,378,379,382],{},[243,367,368],{},"Customer profile."," Their name, email, and ",[243,371,372],{},"Customer Info",", username, country,\ngender, address, customer-since date, and status (",[375,376,377],"em",{},"Active"," \u002F ",[375,380,381],{},"Inactive",").",[283,384,385,388,389,264],{},[243,386,387],{},"Order Statistics."," The customer's ",[243,390,391],{},"total orders",[283,393,394,397,398,264],{},[243,395,396],{},"Financial Overview."," Their ",[243,399,400],{},"total spend",[283,402,403,406,407,410,411,264],{},[243,404,405],{},"Coupons."," How many ",[243,408,409],{},"coupons used"," and the total ",[243,412,413],{},"coupons amount",[283,415,416,419,420,423],{},[243,417,418],{},"Order history."," A table of the customer's orders, each with its Order ID, date,\nitems, payment type, order status, payment status, order amount, coupon discount,\nand net amount. Click an ",[243,421,422],{},"Order ID"," to open that order.",[283,425,426,429],{},[243,427,428],{},"Edit Customer."," Update the customer's details.",[431,432,434],"h3",{"id":433},"customer-actions","Customer actions",[239,436,437,438,441,442,445],{},"Next to ",[243,439,440],{},"Edit Customer"," at the top right is a ",[243,443,444],{},"dropdown (▾)"," with more actions\nfor the customer:",[266,447],{"src":448,"alt":449,"style":270},"\u002Fimages\u002Fdashboard-customers\u002Fcustomer-actions-dropdown.png","The Edit Customer dropdown showing Send Invite, Block, and Delete actions",[280,451,452,473,487],{},[283,453,454,457,458,461,462,465,466,469,470,264],{},[243,455,456],{},"Send Invite."," Send an ",[243,459,460],{},"account invite email"," to the customer. They receive a\n",[243,463,464],{},"reset-password link"," and can set their password from there to access their\naccount. A confirmation asks ",[375,467,468],{},"\"Send an account invite email to …?\"",", click\n",[243,471,472],{},"Yes, proceed",[283,474,475,478,479,482,483,486],{},[243,476,477],{},"Block."," Blocked customers ",[243,480,481],{},"can't sign in or place orders",". You can ",[243,484,485],{},"unblock","\nthem anytime. A confirmation appears before blocking.",[283,488,489,492,493,496,497,500,501,504],{},[243,490,491],{},"Delete."," ",[243,494,495],{},"Permanently deletes"," the customer and their data. A confirmation\nwarns that ",[243,498,499],{},"this action cannot be undone",", click ",[243,502,503],{},"Yes, delete"," to confirm.",[506,507,508,511,512,515,516,519],"warning",{},[243,509,510],{},"Delete"," is permanent and ",[243,513,514],{},"cannot be undone",". If you only want to stop a\ncustomer temporarily, use ",[243,517,518],{},"Block"," instead, you can unblock them later.",[272,521,523],{"id":522},"filtering-by-date-range","Filtering by date range",[239,525,526,527,529,530,533,534,537,538,537,541,537,544,533,547,550,551,264],{},"Open the ",[243,528,335],{}," dropdown to limit the list to a period, ",[243,531,532],{},"All time",",\n",[243,535,536],{},"Last 7 days",", ",[243,539,540],{},"Last 30 days",[243,542,543],{},"Last 3 months",[243,545,546],{},"Last 6 months",[243,548,549],{},"Last 12 months",", or a ",[243,552,553],{},"Custom range",[272,555,557],{"id":556},"filtering-by-status","Filtering by status",[239,559,526,560,562],{},[243,561,339],{}," dropdown to show only certain customers:",[280,564,565,570,574],{},[283,566,567],{},[243,568,569],{},"All",[283,571,572],{},[243,573,377],{},[283,575,576],{},[243,577,381],{},[272,579,581],{"id":580},"searching-customers","Searching customers",[239,583,584,585,588],{},"Use the search box (",[243,586,587],{},"User ID, email and name",") to quickly find a customer by\ntheir user ID, email, or name.",[272,590,592],{"id":591},"choosing-columns","Choosing columns",[239,594,595,596,599,600,603],{},"Click ",[243,597,598],{},"Column"," to open ",[243,601,602],{},"Show or hide columns",". Toggle any column on or off,\nName, Email, Phone, Gender, Country, Orders, Total Spent, Created, and Status, to\ncontrol what the table shows.",[272,605,607],{"id":606},"sorting","Sorting",[239,609,595,610,613],{},[243,611,612],{},"Sort"," to order the list:",[280,615,616,633],{},[283,617,618,537,621,537,624,537,627,630,631,264],{},[243,619,620],{},"Sort by",[375,622,623],{},"Customers (Created At)",[375,625,626],{},"First Name",[375,628,629],{},"Last Name",", or ",[375,632,293],{},[283,634,635,537,638,641,642,264],{},[243,636,637],{},"Sort directions",[375,639,640],{},"Ascending"," or ",[375,643,644],{},"Descending",[272,646,648],{"id":647},"filtering","Filtering",[239,650,595,651,654],{},[243,652,653],{},"Filter"," for more precise filters on the customer list.",[272,656,658],{"id":657},"adding-a-customer-manually","Adding a customer manually",[239,660,595,661,353,663,666,667,670],{},[243,662,263],{},[243,664,665],{},"Add Customer"," form. Fill in the details\nand click ",[243,668,669],{},"Add customer"," at the bottom.",[266,672],{"src":673,"alt":674,"style":270},"\u002Fimages\u002Fdashboard-customers\u002FAddCustomerForm.png","The Add Customer form with Customer overview and Customer Information sections",[676,677,678,682,704,708,728,732,763,778,782],"steps",{},[431,679,681],{"id":680},"customer-overview","Customer overview",[280,683,684,692],{},[283,685,686,688,689,691],{},[243,687,293],{}," (required) and ",[243,690,299],{}," (required).",[283,693,694,697,698,701,702,264],{},[243,695,696],{},"First name"," (required), ",[243,699,700],{},"Last name"," (required), and ",[243,703,305],{},[431,705,707],{"id":706},"customer-information","Customer information",[280,709,710,718],{},[283,711,712,688,715,691],{},[243,713,714],{},"Address",[243,716,717],{},"Postal Code",[283,719,720,697,722,701,725,691],{},[243,721,311],{},[243,723,724],{},"State",[243,726,727],{},"City",[431,729,731],{"id":730},"tags-and-notes-optional","Tags and notes (optional)",[280,733,734,754],{},[283,735,736,739,740,743,744,537,747,537,750,753],{},[243,737,738],{},"Tags."," Type a tag and press ",[243,741,742],{},"Enter"," to add it, the tag appears as a chip\n(for example ",[375,745,746],{},"VIP",[375,748,749],{},"wholesale",[375,751,752],{},"Repeat Customer","). Add as many as you like.",[283,755,756,759,760,382],{},[243,757,758],{},"Add Extra Note for this customer."," An internal note about the customer (for\nexample ",[375,761,762],{},"Requested bulk discount for future orders",[239,764,765,766,769,770,773,774,777],{},"Both ",[243,767,768],{},"Tags"," and ",[243,771,772],{},"Add Extra Note"," are ",[243,775,776],{},"optional",", you can leave them empty.",[431,779,781],{"id":780},"save","Save",[239,783,595,784,786],{},[243,785,669],{}," to create the customer.",[250,788,789,790,793,794,769,796,798],{},"Fields marked with a red asterisk (",[243,791,792],{},"*",") are required, you can't save the\ncustomer until they're filled in. ",[243,795,768],{},[243,797,772],{}," are optional.",[800,801,802,803,806],"tip",{},"Most customers are added automatically when they register on your store. Use\n",[243,804,805],{},"Create Customer"," for walk-in, phone, or manual orders where the customer isn't\nsigned up yet.",[272,808,810],{"id":809},"importing-customers","Importing customers",[239,812,813,814,817,818,820,821,823,824,264],{},"To add many customers at once, import them from a ",[243,815,816],{},"CSV file",". Click the\n",[243,819,444],{}," next to ",[243,822,263],{}," and choose ",[243,825,826],{},"Import Customer",[676,828,829,833,847,851,865,869],{},[431,830,832],{"id":831},"download-the-sample-file","Download the sample file",[239,834,835,836,838,839,842,843,846],{},"In the ",[243,837,826],{}," dialog, click ",[243,840,841],{},"Download sample file",". Build your CSV\nusing the ",[243,844,845],{},"same headers and format"," as the sample, then fill in your customers.",[431,848,850],{"id":849},"upload-your-csv","Upload your CSV",[239,852,853,856,857,860,861,864],{},[243,854,855],{},"Drag and drop"," your file into the upload area or ",[243,858,859],{},"click to browse",". The file\n",[243,862,863],{},"must be a CSV",". The uploaded file's name appears once it's added.",[431,866,868],{"id":867},"import","Import",[239,870,595,871,873,874,877],{},[243,872,868],{}," to add the customers to your store (or ",[243,875,876],{},"Cancel"," to go back).",[266,879],{"src":880,"alt":881,"style":270},"\u002Fimages\u002Fdashboard-customers\u002Fimport-customer-modal.png","The Import Customer dialog with the upload area, Download sample file, and Import button",[431,883,885],{"id":884},"csv-format","CSV format",[239,887,888,889,892],{},"Your CSV must use ",[243,890,891],{},"these column headers"," (match them exactly):",[894,895,896,913],"table",{},[897,898,899],"thead",{},[900,901,902,906,909,911],"tr",{},[903,904,905],"th",{},"#",[903,907,908],{},"Header",[903,910,905],{},[903,912,908],{},[914,915,916,935,952,969,986,1003,1020,1038],"tbody",{},[900,917,918,922,927,930],{},[919,920,921],"td",{},"1",[919,923,924],{},[925,926,626],"code",{},[919,928,929],{},"9",[919,931,932],{},[925,933,934],{},"Default Address Address1",[900,936,937,940,944,947],{},[919,938,939],{},"2",[919,941,942],{},[925,943,629],{},[919,945,946],{},"10",[919,948,949],{},[925,950,951],{},"Default Address Address2",[900,953,954,957,961,964],{},[919,955,956],{},"3",[919,958,959],{},[925,960,293],{},[919,962,963],{},"11",[919,965,966],{},[925,967,968],{},"Default Address City",[900,970,971,974,978,981],{},[919,972,973],{},"4",[919,975,976],{},[925,977,299],{},[919,979,980],{},"12",[919,982,983],{},[925,984,985],{},"Default Address State",[900,987,988,991,995,998],{},[919,989,990],{},"5",[919,992,993],{},[925,994,305],{},[919,996,997],{},"13",[919,999,1000],{},[925,1001,1002],{},"Default Address Country Code",[900,1004,1005,1008,1012,1015],{},[919,1006,1007],{},"6",[919,1009,1010],{},[925,1011,768],{},[919,1013,1014],{},"14",[919,1016,1017],{},[925,1018,1019],{},"Default Address Zip",[900,1021,1022,1025,1030,1033],{},[919,1023,1024],{},"7",[919,1026,1027],{},[925,1028,1029],{},"Note",[919,1031,1032],{},"15",[919,1034,1035],{},[925,1036,1037],{},"Default Address Phone",[900,1039,1040,1043,1048,1050],{},[919,1041,1042],{},"8",[919,1044,1045],{},[925,1046,1047],{},"Default Address Company",[919,1049],{},[919,1051],{},[250,1053,1054,1055,1057,1058,1061],{},"Use the ",[243,1056,841],{}," as your template, keeping the ",[243,1059,1060],{},"exact header\nnames"," (and CSV format) ensures your customers import correctly.",[272,1063,1065],{"id":1064},"editing-a-customer","Editing a customer",[239,1067,1068,1069,1074,1075,1077,1078,1080],{},"To update a customer's details, open their ",[1070,1071,1073],"a",{"href":1072},"#viewing-a-customers-details","details page","\nand click ",[243,1076,440],{},". The ",[243,1079,440],{}," form opens, pre-filled with the\ncustomer's current information.",[266,1082],{"src":1083,"alt":1084,"style":270},"\u002Fimages\u002Fdashboard-customers\u002FEditCustomerForm.png","The Edit Customer form pre-filled with the customer's details, including tags",[239,1086,1087,1088,1091],{},"It has the ",[243,1089,1090],{},"same fields"," as the Add Customer form, edit any of them:",[280,1093,1094,1099,1105],{},[283,1095,1096,1098],{},[243,1097,681],{},", Email, Phone, First name, Last name, Gender.",[283,1100,1101,1104],{},[243,1102,1103],{},"Customer Information",", Address, Postal Code, Country, State, City.",[283,1106,1107,769,1109,1111,1112,1114,1115,1118],{},[243,1108,768],{},[243,1110,772],{}," (both optional). Type a tag and press ",[243,1113,742],{},"\nto add it; click the ",[243,1116,1117],{},"×"," on a tag chip to remove it.",[239,1120,1121,1122,1125],{},"When you're done, click ",[243,1123,1124],{},"Update customer"," to save your changes.",{"title":1127,"searchDepth":1128,"depth":1128,"links":1129},"",2,[1130,1131,1135,1136,1137,1138,1139,1140,1141,1147,1153],{"id":274,"depth":1128,"text":275},{"id":346,"depth":1128,"text":347,"children":1132},[1133],{"id":433,"depth":1134,"text":434},3,{"id":522,"depth":1128,"text":523},{"id":556,"depth":1128,"text":557},{"id":580,"depth":1128,"text":581},{"id":591,"depth":1128,"text":592},{"id":606,"depth":1128,"text":607},{"id":647,"depth":1128,"text":648},{"id":657,"depth":1128,"text":658,"children":1142},[1143,1144,1145,1146],{"id":680,"depth":1134,"text":681},{"id":706,"depth":1134,"text":707},{"id":730,"depth":1134,"text":731},{"id":780,"depth":1134,"text":781},{"id":809,"depth":1128,"text":810,"children":1148},[1149,1150,1151,1152],{"id":831,"depth":1134,"text":832},{"id":849,"depth":1134,"text":850},{"id":867,"depth":1134,"text":868},{"id":884,"depth":1134,"text":885},{"id":1064,"depth":1128,"text":1065},"Track and manage every customer, everyone who creates an account on your store appears here, and you can add customers manually too.","md",null,{},true,{"title":152,"description":1154},"K5NGP4DWQnmz5xzwESx7KZC7SIbfQK654iCGwuTnjq8",[1162,1164],{"title":148,"path":149,"stem":150,"description":1163,"children":-1},"Create and manage tags that bundle products or categories together, from the Catalogue page.",{"title":161,"path":162,"stem":163,"description":1165,"children":-1},"The Sales report is the full breakdown of your store's revenue, dig into what you're selling, where and how customers buy, and what you're keeping or losing.",1786462024973]