Administrator area - Customers |
Customers
Here you can view and edit information about registered customers.
Purpose of control elements:
- Upper button "Search". Searches for customers, whose last name, first name or email address contain the entered keyword.
The major portion of the page is allocated to the table, where rows contain information about customer accounts. Each record contains several fields:
- "Last Name" - last name of the customer.
- "First Name" - first name of the customer
- "Account Created" - date of the customer record's creation.
-
"Action" - this field contains several
buttons that allow to perform the following operations:
- "Delete" - delete the customer account, while retaining the existing orders.
-
"Edit" -
edit the customer account. NoteYou may select the "Options" checkbox, besides other editable data. Values of the "Newsletter" variable, i.e. "Subscribed" and "Unsubscribed", indicate whether the customer is subscribed to the website newsletter. When sending out emails, you may select as recipients all users who set the "Newsletter" option to "Subscribed", by selecting "To All Newsletter Subscribers".
To save changes, click the "Update" button. To cancel changes, click the "Cancel" button.
- "Order" - go to the "Customers / Orders" page that will only show orders made by the given customer.
- "Send Mail" - go to the "Tools / Send Mail" page, so as to create a letter to the given customer.
Orders
Here you can view and edit information relating to orders made by the customers.
Purpose of control elements:
- Upper button "Search". You need to enter the order number (id) in the "Order ID" input field for the order that you want to review or edit.
By selecting a value from the "Status" list, you may limit the list of displayed orders to those orders that have been assigned the status in question, e.g. "Pending". The main portion of the page is a table, with rows containing details about orders made by the customers.
Each record contains several fields:
- "Customers" - first and last name of the customer.
- "Order Total" - total cost of the order.
- "Date Purchased" - date/time of the order.
- "Status" - order status: Pending, Processing, Delivered.
-
"Action" - this field contains several
buttons, which allow to perform the following operations:
- "Delete" - delete order details. If you select the "Restock product quantity" option in the pop-up dialog box, then information about the products available in stock will be updated: products from this order will be "returned to stock".
-
"Edit" -
edit order details.
This page displays detailed order information: cost of products, delivery and billing addresses. Here you can change the product status and, if necessary, advise the customer accordingly. To do this, you need to select the "Notify Customer" option. If you select the "Append Comments" option as well, then the text of a comment entered into the "Comments" field will be added to the standard text of the letter with order details. Comments will be stored locally in either case.
To save changes, click the "Update" button. To cancel changes, click the "Cancel" button.
- "Invoice" - by clicking this button you will open a new window with a ready-to-print invoice. The invoice specifies payment and delivery details, and the list of products with respective prices.
- "Packing Slip" - by clicking this button you will open a new window with a packing slip. Main difference from the "Invoice" is lack of information about prices and taxes.



