Customers Manager

Topics for customer manager:

  

   

  • Go to MANAGE YOUR STORE (DASHBOARD), then CUSTOMERS, and lastly 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], [Status Is Active] and [User Group is].
  • From the filter result, click on the 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 UPDATE to save your edit

  

Bulk actions

  • Locate the customer using the 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]