Managing customers

 

Shop owners should know who their customers are and how to manage
their information. In the administration, customer information will need
to be stored efficiently to remember any transactions made with their
account. To access customer information, you can log into the
administration panel of the OpenCart store. The Customer management
sections are located under Customers > Customers. There are three
sections used to manage customer information: Customers, Customer
Groups, and Customer Fields.

 

Searching for a customer

 

In the case of locating a specific customer, type in the necessary
customer information in the spaces below. Clicking “Filter” will locate
specific customers matching the information typed in. This saves you the
time of sorting through pages of customers to find a specific person.
See Filter for more information on the filter tool.

 

Manually adding a new customer

 

Customer accounts usually don’t need to be created in the
administration panel, since account information is stored automatically
upon user creation in the store front. You might find yourself needing
to manually input customer information into Customers. Clicking the
“Insert” button on the Customer page will lead you to a form where
customer information can be filled in.

 

Customers General

When a customer creates an account or completes the checkout process,
OpenCart will store their information automatically in the
administration to be accessed under Customers>Customers. A
complete list of customers will be displayed on this page, along with
the following information:

  • Customer Group: A designated group of customers used to apply discounts/specials and send group emails. The customer will be categorized into “Default” if there isn’t a defined customer group available.
  • First Name : Customer’s first name.
  • Last Name : Customer’s last name.
  • Email : 
  • Telephone :
  • Fax :
  • Password : In case your customer didn’t remember their password, you may reset the password here.
  • Confirm : confirm the new password
  • Newsletter : to show whether your customer have signed up for the newsletter or not.
  • Status: The status determines whether or not this customer will be allowed to access the store’s login.
  • Approval: Approves the customer account after creation.
  • Safe: the source of customer is safe or not.

 

Adding an address

 

Obtaining the customer’s address is important for shipping products
to the customer. Clicking the Green ‘+’ button will add the “Address 1”
address form. You may add as many addresses as needed with the green
button, or remove them with the red ‘-‘ button. The “First Name”, “Last
Name”, “Address 1”, “City”, “Country”, and “Region/State” are required
fields in the address form.

 

When the above fields have been filled in, click “Save” to save the
form to the administration. You don’t need to worry about the customer’s
IP address for keeping track of transactions, unless you need to know
your customer’s regional location.

 

Modifying existing customer information

 

The Customer section will mostly be used to modify existing customer
information, for operations like changing the Customer Group, rather
than adding a whole new customer. When editing customer information, you
can modify general information, include new addresses, manage
transactions, and add reward points. Under Action, clicking “Edit” for a
customer listed on the Customer page will direct you to the customer
information page. You can change customer information in the General
tab.

 

Managing transactions

 

The Transaction tab is where you may manually add a transaction to
the customer. To do so, enter in the description of the transaction, the
amount paid, and click “Add Transaction”. Every transaction added will
be listed in the Transactions tab.

 

Adding reward points

 

If you choose to enable reward points for the store, points may be
manually added to specific customers in the admin side of your store.
Reward points can be added to products, which will be assigned to
customers once they purchase that product. If you choose to add reward
points directly to customers, you can include a reason in the
description and the amount of points under the Reward Points tab. If you
need to subtract points from a customer, you can enter in a negative
number into the points field.

 

A list will be displayed of every addition and subtraction event in
the customer’s profile. The balance will display the total reward points
accumulated by the customer. OpenCart calculates the balance of
negative and positive numbers to subtract from or add to the total.

 

IP Addresses

 

An IP Address
will reveal the location of customer’s computer network. There are many
website services available to shop owners, that will give the location
for an IP address.

 

The IP address cannot be added or modified for a customer in OpenCart.
The IP address will be collected from the customer automatically by
OpenCart and added to their customer information.

 

Approving new customers

 

Customer accounts need to be approved before they can access their account in the store. In the Dashboard
page, the amount of customers needing approval is tabulated in the
Overview section. Go to Sales > Customers > Customers, and find
any customers that list “No” under the Approved column. Check those
customers, and click the “Approve” button in the right corner.