Manage business-to-consumer (B2C) customers

The Customers page features a table of all existing customers. To sort the customers in the table, click on the Customer name, or Status column headers. Use the Status and Tags drop-down menus to filter the data that the table shows. The Search bar at the top allows you to find customers by name or email. The Add Customer button at the very top of the page allows you to create a new customer.

Customers - home screen
Customers - home screen

To add a new customer, click the Add Customer button at the top of the page. On the Add Customer page, fill out the customer’s name and email address on the Basic information tab.

Customers - adding a customer
Customers - adding a customer

To edit an existing customer’s information, find and click on their name in the table on the main Customers page.

The individual customer’s profile displays their current information with a button to switch between Inactive and Active.

Click on the Edit customer info button at the top of the page to make changes to their Basic Information and Additional Information.

To add, edit, or remove addresses associated with the customer’s profile, click on Manage Addresses. Then select whether you would like to make changes to the customer’s Shipping Addresses or Billing Addresses. If the customer has any existing addresses, they will appear below. Use the corresponding Edit and Delete buttons to change or remove them. To add another address, click Add Shipping Address, fill out the address fields, and then click Confirm. When you’re finished with all your changes, click Save at the top of the page.

Customers - editing a customer
Customers - editing a customer

Last update: Oct 20, 2022

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