The Customers page lists the people who ordered from your store. Use it to find contact details and see everything a customer bought. Staff members need the Customers permission.
How customers are created
You do not add customers by hand. Every order is attached to a customer when it is placed, on your store or with Add new order:
- If an earlier order has the same phone number, the new order goes to that customer.
- If not, an earlier order with the same email address decides.
- If neither matches, an earlier order placed from the same device decides.
- If nothing matches, a new customer is created.
So a buyer who orders again months later, from another browser, stays one customer with all their orders together. The name, phone, email, birthday and gender belong to each order, the way the buyer typed them. The customer shows the ones from their latest order. When you change the phone or email of an order with Edit order, the order moves to the customer that phone or email belongs to.
The customers list
Click Customers in the menu. Each row shows Date (when the customer placed their first order, in your store's time zone), Full name and Phone/E-mail (the phone number, or the email when there is no phone), both from their latest order.
A customer shows in this list only when they have at least one order that is not deleted or blurred.
Searching and filtering
Click the filter icon (next to the Newsletter button) to open Filter by:
- Search: part of a name, email or phone number from any of the customer's orders, so an old number still finds them. Capitals do not matter.
- Genders: Male and/or Female, from the latest order. Customers with no gender are hidden once you tick one.
- Date range: Start from and/or End at, based on the date of the customer's first order.
- Sort: Created at - descending (newest first, the default), Created at - ascending, Last order - descending or Last order - ascending.
Click Show results. The mop icon clears every filter.
A customer's details and orders
Click a row to open the Customer window:
- Customer information, from their latest order: Full name, Birthday, Gender, Email address (with a button to write an email), Phone (with buttons to call and to open WhatsApp) and First order. Empty fields are not shown.
- Customer orders: every order of this customer, newest first, with the number, date, status, payment, market and total. Click an order to open it.
To correct a name, phone or address, edit the order itself, see How do I manage and fulfill orders?. The three dots menu in this window has Delete customer.
Deleting customers
Deleting a customer also deletes all of their orders, for good. These orders do not go to the recovery panel and cannot be restored. The confirmation message says the customer "will be deleted with their orders".
If you only want to remove an order, delete the order from the Orders page instead. Deleted orders can be recovered for 2 months.
To delete one customer, click the trash icon on their row (Delete the customer), or open them and choose Delete customer from the three dots menu. To delete several, tick their rows, click the three dots icon above the table and choose Delete customers.
Newsletter subscribers
The Newsletter button at the top opens your email subscribers, which are a separate list. See How do I view, search, export, and delete newsletter subscribers?.