Add a new customer

You add a customer while you create an order by hand, for example when a customer buys in your shop or orders by phone. The customer is saved to your Customers list so you can pick them again next time.

When a customer registers an account on your store themselves, they get a profile automatically, so you don't need to add them.

Add a customer from the Create order page

Before you add one, look for the customer on the Customers page, in the Search and filter field, to make sure they aren’t there yet. The Customer field on the Create order page only searches about the 100 most recently created customers.

1. Go to Orders.
2. Click Create order.
3. In the Customer card, click Create customer.
4. Enter the Name.
5. Enter the email in the Email (optional) field if the customer has one.
6. Enter the Phone.
7. Click Create customer.

The message Customer created shows and the new customer is already selected for the order.

If you create a duplicate customer by mistake, see Merge duplicate customers.

Enter a shipping address for a new customer

A new customer has no saved address yet, so you enter an address for this order.

1. Next to Shipping address, click the pencil icon Choose shipping address.
2. Choose New address.
3. Enter the Address.
4. Choose the Province or city.
5. Choose the Ward.
6. Click Apply.

Finish the rest of the order, see Create an order manually.

Save an address to the customer’s profile

1. Go to Customers.
2. Click the customer’s name.
3. In the Contact information card, click the three-dot icon Contact actions.
4. Choose Manage addresses.
5. Click Add address.
6. Enter the Recipient name.
7. Enter the Phone.
8. Enter the Address.
9. Choose the Province or city.
10. Choose the Ward.
11. Click Save.
12. Click Done.

For the customer’s first address, the Default address switch is already on. Next time you pick this customer when you create an order, the default address is filled in.

Frequently asked questions