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Manage your customers

Your buyers per store: captured from orders and reusable when you create an order.

The Customers screen (left sidebar โ†’ Customers) lists the end buyers of each of your stores. A customer is captured automatically every time an order is created:

  • If the order has an email, the customer is recognised by that email.
  • Without an email, by name + address line 1 + postal code + country.
  • The same buyer in two stores counts as two customers.
  • Orders with neither a buyer name nor an email (label-only orders) create no customer.
A repeat order does not update the customer
A new order only updates the order count and the last order date. Name, email, phone and address stay as first captured (or as you last edited them).

Find a customer

Search by name or email and filter by store. The list is sorted by most recent order. Click an email to copy it; click the Orders count to open that customer's orders.

Add a customer manually

1
Click Add customerAdd customer

Shown only if you are allowed to edit customers.

2
Choose the store

A customer belongs to one store and cannot be moved later.

3
Fill in the details

Customer name is required. Default shipping address: address line 1, city and country (2-letter code, e.g. US) are required.

4
Save

If the same email (or the same name + address) already exists in that store, the system tells you the customer already exists.

Use a customer in an order

On Orders โ†’ Create, in the buyer and address section, click Use existing data, then Select a customer: the buyer name, email, phone and full address are filled in. Only customers of the order's store are listed. The button is disabled once the address is locked.

Edit, delete and export

  • Edit โ€” row menu โ‹ฏ โ†’ Edit (or double-click the row). The store cannot be changed.
  • Delete โ€” store owner only, and only for a customer with 0 orders. It cannot be undone.
  • Export โ€” downloads an .xlsx of the current list (store filter and search applied). Up to 2,000 customers download at once; larger lists (up to 50,000) are prepared in the background. The download link is valid for 48 hours.
Who can do what
Owner: everything, all stores. Order manager: view, add and edit customers in assigned stores (no delete). Viewer: view only, assigned stores. Accountant: no access unless granted an order permission.

Frequently Asked Questions

Can I search by phone number?

No. Search matches name or email only.

Can I merge two customers or move one to another store?

No. Edit the details instead; a customer always stays in its store.

Why can I not delete this customer?

Customers with orders cannot be deleted, and only the store owner can delete.

Still need help?

Reach our Support team โ€” we usually reply quickly.

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