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Charges","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fadditional-charges","02.store-management\u002F02.dashboard\u002F09.settings\u002F05.additional-charges",{"title":201,"path":202,"stem":203},"Taxes","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Ftaxes","02.store-management\u002F02.dashboard\u002F09.settings\u002F06.taxes",{"title":205,"path":206,"stem":207},"Notifications","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fnotifications","02.store-management\u002F02.dashboard\u002F09.settings\u002F07.notifications",{"title":209,"path":210,"stem":211},"Warehouses","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fwarehouses","02.store-management\u002F02.dashboard\u002F09.settings\u002F08.warehouses",{"title":213,"path":214,"stem":215},"Shipping Rate","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fshipping-rate","02.store-management\u002F02.dashboard\u002F09.settings\u002F09.shipping-rate",{"title":217,"path":218,"stem":219},"Headless","\u002Fstore-management\u002Fdashboard\u002Fsettings\u002Fheadless","02.store-management\u002F02.dashboard\u002F09.settings\u002F10.headless",{"id":221,"title":148,"body":222,"description":1173,"extension":1174,"links":1175,"meta":1176,"navigation":1177,"path":149,"seo":1178,"stem":150,"__hash__":1179},"docs\u002F02.store-management\u002F02.dashboard\u002F04.customers.md",{"type":223,"value":224,"toc":1145},"minimark",[225,236,252,258,263,266,317,331,335,345,349,417,422,433,437,492,507,511,541,545,550,565,569,576,580,591,595,601,632,636,642,646,658,663,775,787,795,799,815,819,870,874,878,885,1071,1081,1085,1100,1104,1111,1138],[226,227,228,229,232,233,235],"p",{},"The ",[230,231,148],"strong",{}," page is where you track and manage everyone who shops with your\nstore. Open it from ",[230,234,148],{}," in the dashboard sidebar.",[237,238,239,240,243,244,247,248,251],"note",{},"Any shopper who ",[230,241,242],{},"creates an account on your store"," automatically appears here.\nYou can also ",[230,245,246],{},"add customers manually"," with ",[230,249,250],{},"+ Create Customer",".",[253,254],"img",{"src":255,"alt":256,"style":257},"\u002Fimages\u002Fdashboard-customers\u002Fcustomers.jpg","The Customers page with filters, search, and a table of customers","width:100%;height:auto;border:1px solid var(--ui-border);border-radius:8px;",[259,260,262],"h2",{"id":261},"the-customers-table","The customers table",[226,264,265],{},"Each customer appears as a row with these columns:",[267,268,269,276,282,288,294,300,305,311],"ul",{},[270,271,272,275],"li",{},[230,273,274],{},"Name",", the customer's name (click it to open their details).",[270,277,278,281],{},[230,279,280],{},"Email",", their email address.",[270,283,284,287],{},[230,285,286],{},"Phone",", their phone number.",[270,289,290,293],{},[230,291,292],{},"Gender",", their gender.",[270,295,296,299],{},[230,297,298],{},"Country",", their country.",[270,301,302,304],{},[230,303,106],{},", how many orders they've placed.",[270,306,307,310],{},[230,308,309],{},"Total Spent",", how much they've spent in total.",[270,312,313,316],{},[230,314,315],{},"Created",", when the customer was added.",[226,318,319,320,323,324,327,328,330],{},"At the top you can also set a ",[230,321,322],{},"Date range",", filter by ",[230,325,326],{},"Status",", and click\n",[230,329,250],{}," to add one manually.",[259,332,334],{"id":333},"viewing-a-customers-details","Viewing a customer's details",[226,336,337,338,340,341,344],{},"Click a customer's ",[230,339,274],{}," to open the ",[230,342,343],{},"Customer Detail"," page, where you can see\neverything about that customer:",[253,346],{"src":347,"alt":348,"style":257},"\u002Fimages\u002Fdashboard-customers\u002FcustomerDetails.png","The Customer Detail page with the customer profile, order statistics, financial overview, coupons, and order history",[267,350,351,370,379,388,401,411],{},[270,352,353,356,357,360,361,365,366,369],{},[230,354,355],{},"Customer profile."," Their name, email, and ",[230,358,359],{},"Customer Info",", username, country,\ngender, address, customer-since date, and status (",[362,363,364],"em",{},"Active"," \u002F ",[362,367,368],{},"Inactive",").",[270,371,372,375,376,251],{},[230,373,374],{},"Order Statistics."," The customer's ",[230,377,378],{},"total orders",[270,380,381,384,385,251],{},[230,382,383],{},"Financial Overview."," Their ",[230,386,387],{},"total spend",[270,389,390,393,394,397,398,251],{},[230,391,392],{},"Coupons."," How many ",[230,395,396],{},"coupons used"," and the total ",[230,399,400],{},"coupons amount",[270,402,403,406,407,410],{},[230,404,405],{},"Order history."," A table of the customer's orders, each with its Order ID, date,\nitems, payment type, order status, payment status, order amount, coupon discount,\nand net amount. Click an ",[230,408,409],{},"Order ID"," to open that order.",[270,412,413,416],{},[230,414,415],{},"Edit Customer."," Update the customer's details.",[418,419,421],"h3",{"id":420},"customer-actions","Customer actions",[226,423,424,425,428,429,432],{},"Next to ",[230,426,427],{},"Edit Customer"," at the top right is a ",[230,430,431],{},"dropdown (▾)"," with more actions\nfor the customer:",[253,434],{"src":435,"alt":436,"style":257},"\u002Fimages\u002Fdashboard-customers\u002Fcustomer-actions-dropdown.png","The Edit Customer dropdown showing Send Invite, Block, and Delete actions",[267,438,439,460,474],{},[270,440,441,444,445,448,449,452,453,456,457,251],{},[230,442,443],{},"Send Invite."," Send an ",[230,446,447],{},"account invite email"," to the customer. They receive a\n",[230,450,451],{},"reset-password link"," and can set their password from there to access their\naccount. A confirmation asks ",[362,454,455],{},"\"Send an account invite email to …?\"",", click\n",[230,458,459],{},"Yes, proceed",[270,461,462,465,466,469,470,473],{},[230,463,464],{},"Block."," Blocked customers ",[230,467,468],{},"can't sign in or place orders",". You can ",[230,471,472],{},"unblock","\nthem anytime. A confirmation appears before blocking.",[270,475,476,479,480,483,484,487,488,491],{},[230,477,478],{},"Delete."," ",[230,481,482],{},"Permanently deletes"," the customer and their data. A confirmation\nwarns that ",[230,485,486],{},"this action cannot be undone",", click ",[230,489,490],{},"Yes, delete"," to confirm.",[493,494,495,498,499,502,503,506],"warning",{},[230,496,497],{},"Delete"," is permanent and ",[230,500,501],{},"cannot be undone",". If you only want to stop a\ncustomer temporarily, use ",[230,504,505],{},"Block"," instead, you can unblock them later.",[259,508,510],{"id":509},"filtering-by-date-range","Filtering by date range",[226,512,513,514,516,517,520,521,524,525,524,528,524,531,520,534,537,538,251],{},"Open the ",[230,515,322],{}," dropdown to limit the list to a period, ",[230,518,519],{},"All time",",\n",[230,522,523],{},"Last 7 days",", ",[230,526,527],{},"Last 30 days",[230,529,530],{},"Last 3 months",[230,532,533],{},"Last 6 months",[230,535,536],{},"Last 12 months",", or a ",[230,539,540],{},"Custom range",[259,542,544],{"id":543},"filtering-by-status","Filtering by status",[226,546,513,547,549],{},[230,548,326],{}," dropdown to show only certain customers:",[267,551,552,557,561],{},[270,553,554],{},[230,555,556],{},"All",[270,558,559],{},[230,560,364],{},[270,562,563],{},[230,564,368],{},[259,566,568],{"id":567},"searching-customers","Searching customers",[226,570,571,572,575],{},"Use the search box (",[230,573,574],{},"User ID, email and name",") to quickly find a customer by\ntheir user ID, email, or name.",[259,577,579],{"id":578},"choosing-columns","Choosing columns",[226,581,582,583,586,587,590],{},"Click ",[230,584,585],{},"Column"," to open ",[230,588,589],{},"Show or hide columns",". Toggle any column on or off,\nName, Email, Phone, Gender, Country, Orders, Total Spent, Created, and Status, to\ncontrol what the table shows.",[259,592,594],{"id":593},"sorting","Sorting",[226,596,582,597,600],{},[230,598,599],{},"Sort"," to order the list:",[267,602,603,620],{},[270,604,605,524,608,524,611,524,614,617,618,251],{},[230,606,607],{},"Sort by",[362,609,610],{},"Customers (Created At)",[362,612,613],{},"First Name",[362,615,616],{},"Last Name",", or ",[362,619,280],{},[270,621,622,524,625,628,629,251],{},[230,623,624],{},"Sort directions",[362,626,627],{},"Ascending"," or ",[362,630,631],{},"Descending",[259,633,635],{"id":634},"filtering","Filtering",[226,637,582,638,641],{},[230,639,640],{},"Filter"," for more precise filters on the customer list.",[259,643,645],{"id":644},"adding-a-customer-manually","Adding a customer manually",[226,647,582,648,340,650,653,654,657],{},[230,649,250],{},[230,651,652],{},"Add Customer"," form. Fill in the details\nand click ",[230,655,656],{},"Add customer"," at the bottom.",[253,659],{"src":660,"alt":661,"style":662},"\u002Fimages\u002Fdashboard-customers\u002FAddCustomerForm.png","The Add Customer form with Customer overview and Customer Information sections","max-width:640px;width:100%;height:auto;border:1px solid var(--ui-border);border-radius:8px;",[664,665,666,670,692,696,716,720,751,766,770],"steps",{},[418,667,669],{"id":668},"customer-overview","Customer overview",[267,671,672,680],{},[270,673,674,676,677,679],{},[230,675,280],{}," (required) and ",[230,678,286],{}," (required).",[270,681,682,685,686,689,690,251],{},[230,683,684],{},"First name"," (required), ",[230,687,688],{},"Last name"," (required), and ",[230,691,292],{},[418,693,695],{"id":694},"customer-information","Customer information",[267,697,698,706],{},[270,699,700,676,703,679],{},[230,701,702],{},"Address",[230,704,705],{},"Postal Code",[270,707,708,685,710,689,713,679],{},[230,709,298],{},[230,711,712],{},"State",[230,714,715],{},"City",[418,717,719],{"id":718},"tags-and-notes-optional","Tags and notes (optional)",[267,721,722,742],{},[270,723,724,727,728,731,732,524,735,524,738,741],{},[230,725,726],{},"Tags."," Type a tag and press ",[230,729,730],{},"Enter"," to add it, the tag appears as a chip\n(for example ",[362,733,734],{},"VIP",[362,736,737],{},"wholesale",[362,739,740],{},"Repeat Customer","). Add as many as you like.",[270,743,744,747,748,369],{},[230,745,746],{},"Add Extra Note for this customer."," An internal note about the customer (for\nexample ",[362,749,750],{},"Requested bulk discount for future orders",[226,752,753,754,757,758,761,762,765],{},"Both ",[230,755,756],{},"Tags"," and ",[230,759,760],{},"Add Extra Note"," are ",[230,763,764],{},"optional",", you can leave them empty.",[418,767,769],{"id":768},"save","Save",[226,771,582,772,774],{},[230,773,656],{}," to create the customer.",[237,776,777,778,781,782,757,784,786],{},"Fields marked with a red asterisk (",[230,779,780],{},"*",") are required, you can't save the\ncustomer until they're filled in. ",[230,783,756],{},[230,785,760],{}," are optional.",[788,789,790,791,794],"tip",{},"Most customers are added automatically when they register on your store. Use\n",[230,792,793],{},"Create Customer"," for walk-in, phone, or manual orders where the customer isn't\nsigned up yet.",[259,796,798],{"id":797},"importing-customers","Importing customers",[226,800,801,802,805,806,808,809,811,812,251],{},"To add many customers at once, import them from a ",[230,803,804],{},"CSV file",". Click the\n",[230,807,431],{}," next to ",[230,810,250],{}," and choose ",[230,813,814],{},"Import Customer",[253,816],{"src":817,"alt":818,"style":257},"\u002Fimages\u002Fdashboard-customers\u002Fimport-customer-menu.png","The Import Customer option in the dropdown next to Create Customer",[664,820,821,825,839,843,857,861],{},[418,822,824],{"id":823},"download-the-sample-file","Download the sample file",[226,826,827,828,830,831,834,835,838],{},"In the ",[230,829,814],{}," dialog, click ",[230,832,833],{},"Download sample file",". Build your CSV\nusing the ",[230,836,837],{},"same headers and format"," as the sample, then fill in your customers.",[418,840,842],{"id":841},"upload-your-csv","Upload your CSV",[226,844,845,848,849,852,853,856],{},[230,846,847],{},"Drag and drop"," your file into the upload area or ",[230,850,851],{},"click to browse",". The file\n",[230,854,855],{},"must be a CSV",". The uploaded file's name appears once it's added.",[418,858,860],{"id":859},"import","Import",[226,862,582,863,865,866,869],{},[230,864,860],{}," to add the customers to your store (or ",[230,867,868],{},"Cancel"," to go back).",[253,871],{"src":872,"alt":873,"style":662},"\u002Fimages\u002Fdashboard-customers\u002Fimport-customer-modal.png","The Import Customer dialog with the upload area, Download sample file, and Import button",[418,875,877],{"id":876},"csv-format","CSV format",[226,879,880,881,884],{},"Your CSV must use ",[230,882,883],{},"these column headers"," (match them exactly):",[886,887,888,905],"table",{},[889,890,891],"thead",{},[892,893,894,898,901,903],"tr",{},[895,896,897],"th",{},"#",[895,899,900],{},"Header",[895,902,897],{},[895,904,900],{},[906,907,908,928,946,964,982,1000,1018,1036,1053],"tbody",{},[892,909,910,914,920,923],{},[911,912,913],"td",{},"1",[911,915,916],{},[917,918,919],"code",{},"first_name",[911,921,922],{},"10",[911,924,925],{},[917,926,927],{},"default_address_country_code",[892,929,930,933,938,941],{},[911,931,932],{},"2",[911,934,935],{},[917,936,937],{},"last_name",[911,939,940],{},"11",[911,942,943],{},[917,944,945],{},"default_address_state",[892,947,948,951,956,959],{},[911,949,950],{},"3",[911,952,953],{},[917,954,955],{},"email",[911,957,958],{},"12",[911,960,961],{},[917,962,963],{},"default_address_zip",[892,965,966,969,974,977],{},[911,967,968],{},"4",[911,970,971],{},[917,972,973],{},"accepts_email_marketing",[911,975,976],{},"13",[911,978,979],{},[917,980,981],{},"default_address_phone",[892,983,984,987,992,995],{},[911,985,986],{},"5",[911,988,989],{},[917,990,991],{},"default_address_company",[911,993,994],{},"14",[911,996,997],{},[917,998,999],{},"phone",[892,1001,1002,1005,1010,1013],{},[911,1003,1004],{},"6",[911,1006,1007],{},[917,1008,1009],{},"default_address_address1",[911,1011,1012],{},"15",[911,1014,1015],{},[917,1016,1017],{},"accepts_sms_marketing",[892,1019,1020,1023,1028,1031],{},[911,1021,1022],{},"7",[911,1024,1025],{},[917,1026,1027],{},"default_address_address2",[911,1029,1030],{},"16",[911,1032,1033],{},[917,1034,1035],{},"tags",[892,1037,1038,1041,1046,1049],{},[911,1039,1040],{},"8",[911,1042,1043],{},[917,1044,1045],{},"default_address_city",[911,1047,1048],{},"17",[911,1050,1051],{},[917,1052,237],{},[892,1054,1055,1058,1063,1066],{},[911,1056,1057],{},"9",[911,1059,1060],{},[917,1061,1062],{},"default_address_province_code",[911,1064,1065],{},"18",[911,1067,1068],{},[917,1069,1070],{},"tax_exempt",[237,1072,1073,1074,1076,1077,1080],{},"Use the ",[230,1075,833],{}," as your template, keeping the ",[230,1078,1079],{},"exact header\nnames"," (and CSV format) ensures your customers import correctly.",[259,1082,1084],{"id":1083},"editing-a-customer","Editing a customer",[226,1086,1087,1088,1093,1094,1096,1097,1099],{},"To update a customer's details, open their ",[1089,1090,1092],"a",{"href":1091},"#viewing-a-customers-details","details page","\nand click ",[230,1095,427],{},". The ",[230,1098,427],{}," form opens, pre-filled with the\ncustomer's current information.",[253,1101],{"src":1102,"alt":1103,"style":662},"\u002Fimages\u002Fdashboard-customers\u002FEditCustomerForm.png","The Edit Customer form pre-filled with the customer's details, including tags",[226,1105,1106,1107,1110],{},"It has the ",[230,1108,1109],{},"same fields"," as the Add Customer form, edit any of them:",[267,1112,1113,1118,1124],{},[270,1114,1115,1117],{},[230,1116,669],{},", Email, Phone, First name, Last name, Gender.",[270,1119,1120,1123],{},[230,1121,1122],{},"Customer Information",", Address, Postal Code, Country, State, City.",[270,1125,1126,757,1128,1130,1131,1133,1134,1137],{},[230,1127,756],{},[230,1129,760],{}," (both optional). Type a tag and press ",[230,1132,730],{},"\nto add it; click the ",[230,1135,1136],{},"×"," on a tag chip to remove it.",[226,1139,1140,1141,1144],{},"When you're done, click ",[230,1142,1143],{},"Update customer"," to save your changes.",{"title":1146,"searchDepth":1147,"depth":1147,"links":1148},"",2,[1149,1150,1154,1155,1156,1157,1158,1159,1160,1166,1172],{"id":261,"depth":1147,"text":262},{"id":333,"depth":1147,"text":334,"children":1151},[1152],{"id":420,"depth":1153,"text":421},3,{"id":509,"depth":1147,"text":510},{"id":543,"depth":1147,"text":544},{"id":567,"depth":1147,"text":568},{"id":578,"depth":1147,"text":579},{"id":593,"depth":1147,"text":594},{"id":634,"depth":1147,"text":635},{"id":644,"depth":1147,"text":645,"children":1161},[1162,1163,1164,1165],{"id":668,"depth":1153,"text":669},{"id":694,"depth":1153,"text":695},{"id":718,"depth":1153,"text":719},{"id":768,"depth":1153,"text":769},{"id":797,"depth":1147,"text":798,"children":1167},[1168,1169,1170,1171],{"id":823,"depth":1153,"text":824},{"id":841,"depth":1153,"text":842},{"id":859,"depth":1153,"text":860},{"id":876,"depth":1153,"text":877},{"id":1083,"depth":1147,"text":1084},"Track and manage every customer, everyone who creates an account on your store appears here, and you can add customers manually too.","md",null,{},true,{"title":148,"description":1173},"qF8YYd3d-zYdqDOSa9iwQZUNtwYCQ1jnW81KGxOqXAk",[1181,1183],{"title":144,"path":145,"stem":146,"description":1182,"children":-1},"Create and manage tags that bundle products or categories together, from the Catalogue page.",{"title":157,"path":158,"stem":159,"description":1184,"children":-1},"The Sales report is the full breakdown of your store's revenue, dig into what you're selling, where and how customers buy, and what you're keeping or losing.",1785136242379]