cdfa21cfb0
* add tags * docs: add tags for user guide + links in commerce modules sidebar * generate sidebar
187 lines
6.7 KiB
Plaintext
187 lines
6.7 KiB
Plaintext
---
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sidebar_position: 1
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sidebar_label: "Manage Customers"
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tags:
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- user guide
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- customer
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---
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import { EllipsisHorizontal, ArrowUpRightOnBox, EllipsisVertical } from "@medusajs/icons"
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import { Table } from "docs-ui"
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export const metadata = {
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title: `Manage Customers in Medusa Admin`,
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}
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# {metadata.title}
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In this guide, you’ll learn how to create and manage customers and their details.
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## Create a Customer
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You can create a customer through the Medusa Admin, which is useful if a customer is creating an order offline. The customer will be a guest customer; to register, the customer must register through the storefront.
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To create a customer from the Medusa Admin:
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1. Go to the Customers page.
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2. Click the Create button at the top right.
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3. In the form that opens, enter the customer's email, and optionally their first and last name, company name, and phone number.
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4. Once you're done, click the Create button.
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---
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## View Customer Details
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To view a customer’s details:
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1. Go to the Customers page.
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2. Click on the customer you want to view.
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### Customer Type
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At the top right of the first section, you can see a badge with the customer's type:
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<Table>
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<Table.Header>
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<Table.Row>
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<Table.HeaderCell>Customer Type</Table.HeaderCell>
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<Table.HeaderCell>Description</Table.HeaderCell>
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</Table.Row>
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</Table.Header>
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<Table.Body>
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<Table.Row>
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<Table.Cell>Registered</Table.Cell>
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<Table.Cell>A customer that has registered in your store.</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Guest</Table.Cell>
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<Table.Cell>A customer that has placed an order but hasn't registered in your store, or a customer that you created through the admin dashboard.</Table.Cell>
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</Table.Row>
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</Table.Body>
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</Table>
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---
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## Edit Customer Details
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<Note>
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You can't edit a customer's password from the Medusa Admin. The customer has to reset it from the storefront.
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</Note>
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To edit a customer’s details:
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1. Go to a customer’s details page.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon in the first section.
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3. Choose Edit from the dropdown.
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4. In the side window that opens, you can edit the customer's email, first and last name, company name, and phone number.
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5. Once you’re done, click the Save button.
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---
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## View Customer Orders
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You can view a customer’s orders from their details page in the Orders section. By clicking on an order, you can view its details.
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### Transfer Order to Another Customer
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You can transfer an order to another customer. For example, a guest customer registered, or a customer created an order offline.
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When you transfer the ownership of an order, the original customer will receive a notification, such as an email, requesting their approval for the transfer. The order is transferred to the new customer only after the original customer approves the transfer.
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<Note>
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You can't transfer ownership to a guest customer, and that includes customers you create through the admin dashboard.
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</Note>
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To transfer a customer's order ownership to another:
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1. Go to the customer's details page.
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2. In the Orders section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon on the right of the order.
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3. Choose Transfer ownership from the dropdown.
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4. In the side window that opens, choose the customer to transfer the order to in the "New owner" field.
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5. Once you're done, click the Save button.
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The original customer will then receive a notification requesting their approval for the transfer.
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<Note>
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If a notification isn't sent, check with your technical team to debug the integrated notification service.
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</Note>
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---
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## Manage Customer's Groups
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You can add a customer to multiple groups, allowing you to offer different promotions or pricing based on the group they belong to.
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### Add Customer to Groups
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To add a customer to customer groups:
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1. Go to the customer's details page.
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2. In the "Customer Groups" section, click on the "Add" button.
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3. In the list that opens, check the groups you want to add the customer to.
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4. Once you're done, click the Save button.
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### Remove Customer from Groups
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To remove a customer from customer groups:
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1. Go to the customer's details page.
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2. In the "Customer Groups" section, check the groups you want to remove the customer from.
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3. Once you're done, either press <Kbd>R</Kbd> or click "Remove" at the bottom center of the page.
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4. Confirm removing the groups by clicking the "Remove" button in the pop-up.
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---
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## Edit Customer Metadata
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Metadata is custom data that can be associated with the customer in key-value pairs. This is usually used by developers for custom integrations or to store additional information about the customer.
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To edit the customer's metadata:
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1. Go to the customer's details page.
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2. Click the <InlineIcon Icon={ArrowUpRightOnBox} alt="arrow" /> icon at the right of the "Metadata" section.
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3. In the side window that opens:
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- Manage the key-value pairs in the table.
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- To add a new row of key-value pairs before or after a row:
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- Hover over the row and click the <InlineIcon Icon={EllipsisVertical} alt="three-dots" /> icon at its right.
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- Choose "Insert row above" or "Insert row below" from the dropdown.
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- To delete a row of key-value pairs:
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- Hover over the row and click the <InlineIcon Icon={EllipsisVertical} alt="three-dots" /> icon at its right.
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- Choose "Delete row" from the dropdown.
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4. Once you're done, click the Save button.
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---
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## Delete a Customer
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<Note type="warning">
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Deleting a customer is irreversible.
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</Note>
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To delete a customer:
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1. Go to the customer's details page.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three dots" /> icon at the top right of the first section.
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3. Choose Delete from the dropdown.
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4. In the pop-up, enter the customer's email and click the "Delete" button.
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