Managing Customer Profiles and Settings in GrazeCart
This guide will walk you through managing customer profiles and settings from the admin portal of GrazeCart, allowing you to easily view and update customer details.
1️⃣ Accessing Customer Database
-
Navigate to the People tab in the admin portal to view your customer database.
-
All registered customers will appear here, regardless of whether they've placed an order.
-
Filter Options: Sort the database by name, last purchase date, delivery method, state, and more to find specific customers.
2️⃣ Customer Profile Overview
-
Basic Information: Each profile includes order count, last purchase date, store credit, and contact info.
-
Addresses: Shipping and billing addresses are displayed, and you can update them as needed.
-
Order History: See the customer's order history, including any incomplete shopping carts.
-
Notes: Add internal notes for customer reference.
3️⃣ Customer Settings & Privileges
-
Deactivate Accounts: Prevent customers from logging in by making their account inactive (without deleting their history).
-
Backordering: Enable backordering for out-of-stock items if needed.
-
Exemptions: Make customers exempt from fees, taxes, or assign them to special pricing groups.
-
Delivery Preferences: Adjust default pickup method for each customer.
-
Store Credit: Apply credit to a customer's account that can be used during checkout.
4️⃣ Additional Customer Options
-
Opt-out of Marketing Emails: Prevent customers from receiving promotional emails.
-
Tags: Assign tags for internal customer categorization.
-
Order Creation: Create an order for the customer directly from the backend.
-
Reset Password: Reset customer passwords if they forget their login information.
-
Delete Account: You can delete a customer account, but this will remove their order history from reports (not recommended).
5️⃣ Billing Information
-
Payment Methods: If credit cards are enabled, you can set a default payment method or add new cards directly from the backend.