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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":1141,"extension":1142,"links":1143,"meta":1144,"navigation":1145,"path":149,"seo":1146,"stem":150,"__hash__":1147},"docs\u002F02.store-management\u002F02.dashboard\u002F04.customers.md",{"type":223,"value":224,"toc":1113},"minimark",[225,236,252,258,263,266,317,331,335,345,349,417,422,433,437,492,507,511,541,545,550,565,569,576,580,591,595,601,632,636,642,646,658,662,774,786,794,798,814,865,869,873,880,1039,1049,1053,1068,1072,1079,1106],[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","max-width:640px;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":257},"\u002Fimages\u002Fdashboard-customers\u002FAddCustomerForm.png","The Add Customer form with Customer overview and Customer Information sections",[663,664,665,669,691,695,715,719,750,765,769],"steps",{},[418,666,668],{"id":667},"customer-overview","Customer overview",[267,670,671,679],{},[270,672,673,675,676,678],{},[230,674,280],{}," (required) and ",[230,677,286],{}," (required).",[270,680,681,684,685,688,689,251],{},[230,682,683],{},"First name"," (required), ",[230,686,687],{},"Last name"," (required), and ",[230,690,292],{},[418,692,694],{"id":693},"customer-information","Customer information",[267,696,697,705],{},[270,698,699,675,702,678],{},[230,700,701],{},"Address",[230,703,704],{},"Postal Code",[270,706,707,684,709,688,712,678],{},[230,708,298],{},[230,710,711],{},"State",[230,713,714],{},"City",[418,716,718],{"id":717},"tags-and-notes-optional","Tags and notes (optional)",[267,720,721,741],{},[270,722,723,726,727,730,731,524,734,524,737,740],{},[230,724,725],{},"Tags."," Type a tag and press ",[230,728,729],{},"Enter"," to add it, the tag appears as a chip\n(for example ",[362,732,733],{},"VIP",[362,735,736],{},"wholesale",[362,738,739],{},"Repeat Customer","). Add as many as you like.",[270,742,743,746,747,369],{},[230,744,745],{},"Add Extra Note for this customer."," An internal note about the customer (for\nexample ",[362,748,749],{},"Requested bulk discount for future orders",[226,751,752,753,756,757,760,761,764],{},"Both ",[230,754,755],{},"Tags"," and ",[230,758,759],{},"Add Extra Note"," are ",[230,762,763],{},"optional",", you can leave them empty.",[418,766,768],{"id":767},"save","Save",[226,770,582,771,773],{},[230,772,656],{}," to create the customer.",[237,775,776,777,780,781,756,783,785],{},"Fields marked with a red asterisk (",[230,778,779],{},"*",") are required, you can't save the\ncustomer until they're filled in. ",[230,782,755],{},[230,784,759],{}," are optional.",[787,788,789,790,793],"tip",{},"Most customers are added automatically when they register on your store. Use\n",[230,791,792],{},"Create Customer"," for walk-in, phone, or manual orders where the customer isn't\nsigned up yet.",[259,795,797],{"id":796},"importing-customers","Importing customers",[226,799,800,801,804,805,807,808,810,811,251],{},"To add many customers at once, import them from a ",[230,802,803],{},"CSV file",". Click the\n",[230,806,431],{}," next to ",[230,809,250],{}," and choose ",[230,812,813],{},"Import Customer",[663,815,816,820,834,838,852,856],{},[418,817,819],{"id":818},"download-the-sample-file","Download the sample file",[226,821,822,823,825,826,829,830,833],{},"In the ",[230,824,813],{}," dialog, click ",[230,827,828],{},"Download sample file",". Build your CSV\nusing the ",[230,831,832],{},"same headers and format"," as the sample, then fill in your customers.",[418,835,837],{"id":836},"upload-your-csv","Upload your CSV",[226,839,840,843,844,847,848,851],{},[230,841,842],{},"Drag and drop"," your file into the upload area or ",[230,845,846],{},"click to browse",". The file\n",[230,849,850],{},"must be a CSV",". The uploaded file's name appears once it's added.",[418,853,855],{"id":854},"import","Import",[226,857,582,858,860,861,864],{},[230,859,855],{}," to add the customers to your store (or ",[230,862,863],{},"Cancel"," to go back).",[253,866],{"src":867,"alt":868,"style":257},"\u002Fimages\u002Fdashboard-customers\u002Fimport-customer-modal.png","The Import Customer dialog with the upload area, Download sample file, and Import button",[418,870,872],{"id":871},"csv-format","CSV format",[226,874,875,876,879],{},"Your CSV must use ",[230,877,878],{},"these column headers"," (match them exactly):",[881,882,883,900],"table",{},[884,885,886],"thead",{},[887,888,889,893,896,898],"tr",{},[890,891,892],"th",{},"#",[890,894,895],{},"Header",[890,897,892],{},[890,899,895],{},[901,902,903,922,939,956,973,990,1007,1025],"tbody",{},[887,904,905,909,914,917],{},[906,907,908],"td",{},"1",[906,910,911],{},[912,913,613],"code",{},[906,915,916],{},"9",[906,918,919],{},[912,920,921],{},"Default Address Address1",[887,923,924,927,931,934],{},[906,925,926],{},"2",[906,928,929],{},[912,930,616],{},[906,932,933],{},"10",[906,935,936],{},[912,937,938],{},"Default Address Address2",[887,940,941,944,948,951],{},[906,942,943],{},"3",[906,945,946],{},[912,947,280],{},[906,949,950],{},"11",[906,952,953],{},[912,954,955],{},"Default Address City",[887,957,958,961,965,968],{},[906,959,960],{},"4",[906,962,963],{},[912,964,286],{},[906,966,967],{},"12",[906,969,970],{},[912,971,972],{},"Default Address State",[887,974,975,978,982,985],{},[906,976,977],{},"5",[906,979,980],{},[912,981,292],{},[906,983,984],{},"13",[906,986,987],{},[912,988,989],{},"Default Address Country Code",[887,991,992,995,999,1002],{},[906,993,994],{},"6",[906,996,997],{},[912,998,755],{},[906,1000,1001],{},"14",[906,1003,1004],{},[912,1005,1006],{},"Default Address Zip",[887,1008,1009,1012,1017,1020],{},[906,1010,1011],{},"7",[906,1013,1014],{},[912,1015,1016],{},"Note",[906,1018,1019],{},"15",[906,1021,1022],{},[912,1023,1024],{},"Default Address Phone",[887,1026,1027,1030,1035,1037],{},[906,1028,1029],{},"8",[906,1031,1032],{},[912,1033,1034],{},"Default Address Company",[906,1036],{},[906,1038],{},[237,1040,1041,1042,1044,1045,1048],{},"Use the ",[230,1043,828],{}," as your template, keeping the ",[230,1046,1047],{},"exact header\nnames"," (and CSV format) ensures your customers import correctly.",[259,1050,1052],{"id":1051},"editing-a-customer","Editing a customer",[226,1054,1055,1056,1061,1062,1064,1065,1067],{},"To update a customer's details, open their ",[1057,1058,1060],"a",{"href":1059},"#viewing-a-customers-details","details page","\nand click ",[230,1063,427],{},". The ",[230,1066,427],{}," form opens, pre-filled with the\ncustomer's current information.",[253,1069],{"src":1070,"alt":1071,"style":257},"\u002Fimages\u002Fdashboard-customers\u002FEditCustomerForm.png","The Edit Customer form pre-filled with the customer's details, including tags",[226,1073,1074,1075,1078],{},"It has the ",[230,1076,1077],{},"same fields"," as the Add Customer form, edit any of them:",[267,1080,1081,1086,1092],{},[270,1082,1083,1085],{},[230,1084,668],{},", Email, Phone, First name, Last name, Gender.",[270,1087,1088,1091],{},[230,1089,1090],{},"Customer Information",", Address, Postal Code, Country, State, City.",[270,1093,1094,756,1096,1098,1099,1101,1102,1105],{},[230,1095,755],{},[230,1097,759],{}," (both optional). Type a tag and press ",[230,1100,729],{},"\nto add it; click the ",[230,1103,1104],{},"×"," on a tag chip to remove it.",[226,1107,1108,1109,1112],{},"When you're done, click ",[230,1110,1111],{},"Update customer"," to save your changes.",{"title":1114,"searchDepth":1115,"depth":1115,"links":1116},"",2,[1117,1118,1122,1123,1124,1125,1126,1127,1128,1134,1140],{"id":261,"depth":1115,"text":262},{"id":333,"depth":1115,"text":334,"children":1119},[1120],{"id":420,"depth":1121,"text":421},3,{"id":509,"depth":1115,"text":510},{"id":543,"depth":1115,"text":544},{"id":567,"depth":1115,"text":568},{"id":578,"depth":1115,"text":579},{"id":593,"depth":1115,"text":594},{"id":634,"depth":1115,"text":635},{"id":644,"depth":1115,"text":645,"children":1129},[1130,1131,1132,1133],{"id":667,"depth":1121,"text":668},{"id":693,"depth":1121,"text":694},{"id":717,"depth":1121,"text":718},{"id":767,"depth":1121,"text":768},{"id":796,"depth":1115,"text":797,"children":1135},[1136,1137,1138,1139],{"id":818,"depth":1121,"text":819},{"id":836,"depth":1121,"text":837},{"id":854,"depth":1121,"text":855},{"id":871,"depth":1121,"text":872},{"id":1051,"depth":1115,"text":1052},"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":1141},"gqAwl2XIoTCSByG_ItcpxNpxKlHgk5enx6SqmFl5-Ek",[1149,1151],{"title":144,"path":145,"stem":146,"description":1150,"children":-1},"Create and manage tags that bundle products or categories together, from the Catalogue page.",{"title":157,"path":158,"stem":159,"description":1152,"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.",1785164693170]