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How to manage customers?

The section looks at how to filter to find a customer and how to view and edit cutomer details.

Note

It's not possible to change customers addresses in the customers area as this may affect orders in progress. Addresses can be altered in orders.

How to filter customers?

Customers are listed from order newest to oldest, this can be reversed, rather that search through the list there is the option to Filter Customers. Customers can be filtered by name, email address, postcode or phone number using the right hand filter that looks like the below:

Filter Customers

Edit a customers details

Find a customer using the filter.

Click Edit next to the customers details

A modal will slide from the right

Change the customers name, phone number or email address.

Click Save

View Customer Orders

Find a customer using the filter.

Click View Orders next to the customers details.

You will be taken to their orders in manage orders.

How is this guide?

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