Customers Manager

Topics for customer manager:

• Search for a customer record
• Edit customer details
• Bulk actions
• Create new customer
• Download customer report
• Upload customer list

• Go to MANAGE YOUR STORE (DASHBOARD), go to ORDERS then go to CUSTOMER.
• This is the section for you to manage your customer:  CUSTOMER MANAGER.
• From here, you can search for a customer record/ view the customer details/ update the customer profile/ download customer list/ upload customer list and etc.

Search for a customer record

• To help to locate a customer, you may use the SEARCH & FILTER.
• You can search using [User Name], [Email Address], [User Status] and [User Role].
• From the filter result, click on the USER NAME to view the user details.
• Click on the EDIT icon to edit the customer profile.

Edit customer details

• From the customer listing, click EDIT icon to edit the customer profile.

• You will be able to edit:
  • First Name
  • Last Name
  • Phone
  • Email Address
  • Password
  • Status (Active / Block)
  • Assign User Group
    
    
  • Birthdate (if any) 
    
    
  • Subscription to rewards points summary 
    
    
  • Membership Status (if any)

• Click SAVE to save your edit

Bulk actions

• Locate the csutomer using the SEARCH & FILTER.
• Check the required customer name 
• From BULK ACTION, click to BLOCK THE SELECTED USERS /  UNBLOCK THE SELECTED USERS / DELETE USER

Create new customer

• In a special occasion, you manually add a customer record. 
• Click [CREATE USER] and complete the required details.   

Download customer report

• Click [DOWNLOAD USERS] to save the customer record in CSV format.   

You can open CSV using MS Excel/ Mac OS Number/ Open Office Calc or Google Docs.

Upload customer list

• Go to MANAGE YOUR STORE (DASHBOARD), go to ORDERS then go to CUSTOMER.
• From CUSTOMER MANAGER, click on [UPLOAD USERS]
• Prepare the CSV files based on the required format. 
• Click [UPLOAD]