How to Add and Manage Customers

How to Add and Manage Customers

Customers in the system can be added in three ways: manually by an admin, through customer registration on your online store, or automatically when creating an order. All customers are in one place — Sales → Customers.

Manually Adding a Customer

Go to Sales → Customers and click Add Customer.

Fill in the details:

• Name (required)
• Email (required)
• Phone (optional)
• Password (required when creating) — the customer can change it later from their account

Billing address and shipping address are optional at this step — the customer can fill them in when placing an order, or you can add them later.

Note is an internal field visible only to the admin — useful for special arrangements, customer preferences, or anything important for the team to know ("don't send invoice by mail", "VIP customer", etc.).

Click Save.

Customer Registration via Storefront

Customers can also register themselves on your online store. They enter email, password, and name, and the system requires email verification before the account becomes active.

Customers add their shipping address themselves — either during registration or during the order process.

All customers registered this way automatically appear in the admin panel and can be tracked and edited just like manually added ones.

Automatic Creation During Order

When you create an order and enter new customer details, the system automatically creates the customer in the database. If a customer with that email already exists, the system recognizes them and doesn't create a duplicate — it simply links the order to the existing account.

Customer Profile

Click on a customer in the list to view their profile. Here you'll find:

• Contact details and addresses
• Statistics — total number of orders, total spent, average order value
• Order history — all orders with statuses and amounts

From the profile page, you can directly:

• Edit customer details
• Create a new order for that customer
• Send an email
• Delete the customer

Customer Groups

You can organize customers into groups to assign them special conditions — for example, a discount for wholesale customers, or access to a special catalog not available to everyone.

Groups are managed within catalogs (Sales → Catalogs), where for each catalog you can define which customer groups have access and under what pricing conditions. You add a customer to a group directly from the group settings — search for the customer by name or email and add them.

A customer can be in multiple groups simultaneously.

Editing Customer Data

Customers can change their own data (name, email, password) from their account on the store. To change email or password, the system requires entering the current password as confirmation.

An admin can edit all customer data at any time directly from the admin panel, without restrictions.