Customers Manager

Topics for customer manager:

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]

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