Navigation

Customer

Customer data can be managed either by the shop owner from the back-office application (Zed) or by the customer from the shop interface (Yves). When managing customer data from the back-office application, you can add personal information like name and email address, as well as customer billing and shipping addresses.

The user registration can be completed only by the customer by setting up the password for the account (either by following the link sent by email or by clicking the reset password button in the shop).

Next, we will help you create a new customer from the back-office application and add the billing and shipping addresses for the newly created account.

Creating a New Customer

To create a new customer from the back-office UI, please follow the steps described below.

1.

On the left side navigation bar, select Customers

Navigation Customers

2.

Click on the Add Customer button in the top right corner

Customers

3.

Enter the customer information

The customer information must include the email address that will be linked to the new account. The email address is important for completing the registration (by accessing the link that will be sent by email) or for later use of the forgot password functionality.

Add Customer

4.

Send password token by email

By checking the Send password token through email checkbox, after saving the customer data an email will be sent to the customer containing a link; by accessing the link, the customer will be able to set a password for the account. If you don’t check this option, the customer is still able to set a password for his account, by clicking the reset password link from the shop interface.

Password Token

To complete the customer creation, hit the Save button.

Managing Customer Addresses

The addresses attached to a customer account need to be created one by one. Addresses can be updated later.

1.

On the left side navigation bar, select Customers

Navigation Customers

2.

Click on the Manage Addresses button that corresponds to the account you want to add a new address to

Customers

3.

Click on the Add new Address button in the top right corner

Add New Address

4.

Enter the new address for the customer

Enter new address

To complete the address creation, hit the Save button.

Address Types
By default, the first address added to a customer account is considered both for billing and for shipping.

If you need to have a different billing address or shipping address, then you need to create a second address and return to this page to setup the address types.

Address Two

5.

Click on the Edit Customer button and manage the address types

Now that you have created a second address, you can choose one address to be the billing address and one address to be the shipping address.

Address Labelling

Hit the Save button to complete.