Customer Details

In the customer details view, you can view and edit all information about a single customer – from contact details and order history to credit and organizational assignment.

Contact Details

Personal Information

• First Name and Last Name - You can change these here
• Email Address - The customer's login email
• Phone Number - For phone inquiries
• Account Number - Optional internal reference number

Account Status

• Active - The customer can log in and place orders
• Blocked - The customer is blocked and cannot log in
• Email Confirmed - Whether the customer has confirmed their email address

Addresses

Each customer can have multiple addresses saved:

Billing Address

The primary billing address with:

• Company (optional)
• Street and House Number
• ZIP Code and City
• Country
• Phone Number

Shipping Addresses

Additional shipping addresses for different locations. Customers can choose between these addresses during checkout.

You can:

• Add - Create a new address
• Edit - Change an existing address
• Delete - Remove no longer needed addresses

Organizational Assignment

With PRO and Enterprise packages, you can assign customers to an organizational unit:

Branch

Assign the customer to a specific branch. The customer will then only see products assigned to that branch (if access restriction is enabled).

Department

Assign the customer to a department. This allows for finer control over the product range.

Tags

Assign keywords (tags) to categorize customers:

• VIP - Particularly important customers
• Employee - Internal users
• Partner - Business partners
• Any other tags

Tags help with filtering in the customer list and can be used for targeted marketing.

Credit

The customer credit system allows you to assign credit to customers, which is automatically offset during checkout:

• Current Credit - The customer's current balance
• Top Up Credit - Add an amount to the credit
• Reduce Credit - Deduct an amount

The credit is managed in the shop's currency and is automatically applied at the next checkout.

Note: The credit system must be enabled in the shop settings.

Order History

In the lower section of the customer details, you will see all orders for this customer:

• Order Number and Date
• Order Status
• Total Amount
• Click opens order details

Total Revenue

The customer's cumulative total revenue is prominently displayed, so you can see at a glance how valuable this customer is to your shop.

Discount Group

Customers can be assigned to a discount group. This has the following effects:

• The customer receives the special conditions defined for the group
• Certain account functions (e.g., address change) may be blocked
• The assignment is displayed in the customer details

Frequently Asked Questions

Can I reset a customer's password? You can send the customer an email to reset their password. For security reasons, you cannot directly view or set the password.

What happens if I delete a customer? Customers cannot be deleted if there are still orders. Instead, you can block the customer.

Can I export a customer's orders? Use the reporting section for detailed customer evaluations.

Further Reading

• Customer Management - Back to overview
• Branches & Departments - Organizational Structure
• Order Overview - All Orders