Customer Overview

The customer module allows you a comfortable administration of your customer base.
Here you get a view on all relevant data of your customers and various possibilities to edit them.

Within the customer overview you can manage your customer base.

You also have a direct view of all your customers, can search for them (1), view them in detail (2), edit them (3) and delete them (4).
You can also add a new customer to your system via the button Add customer (5). On the right side you will find tools (6) to update the overview and to narrow it down further by filter settings.
The Created by admin (7) badge tells you that the customer is a manually created customer. This can be the case, for example, when customers want to order by phone.

Customer ID:
The internally assigned customer number of your customer.

Name, address, email: 
Here it concerns deposited address data, as well as the name of your customer.
These can be found in many steps concerning this customer.

The address always displays the currently assigned standard billing address of the customer.

View a customer

A click within the context menu on View (1) to the right of the customer opens a detailed overview.
You will find all data of your customer in a structured overview in this mask.

General

The General tab shows you more detailed information about your customer.
This also includes the data that can already be seen in the overview.

Addresses

The addresses tab shows all the addresses stored for your customer.
Similar to the customer overview, you can find structured information about the customer's addresses here.

In addition to the possibility to specify the standard delivery address (1) and standard billing address (2) by clicking, you will also find a search (3) and the possibility to add a new address for the customer (4).
If you click on the button (5), the context menu opens, which now also gives you the opportunity to edit the address, or you can duplicate or delete it.

Orders

In the tab orders you an overview of all transacted orders of your customer is indicated.
Here you will find relevant information about the order number, the amount, the order status and the order date. We also offer a search function (1).

By clicking on the field (2) you have the possibility to open the corresponding order and land in the order details.

Company

From Shopware version 6.5.6.0 and the Evolve plan, it is possible to use the employee management. This allows you to create employees and assign roles to them. In order for the Company tab to be available for the respective customer, the employee management must be activated in the customer's edit mode.

You can invite a new employee to the company by clicking the Add employee account button (1). For this purpose, the first name, last name and e-mail address must be entered. The role is optional. In the overview, you can check the status of each employee. After the invitation has been accepted within 2 hours, the employee is part of the organization. Via the three points, you can deactivate it if necessary.

You can create a role via the button Add role (2).

First, you enter the name (1) for the role. You can also decide whether this role should be used as the default role for new employees (2).  Furthermore, you can set the permissions (3) for the employee here. These are limited to the areas of employee management, role management and orders.
 

In the frontend, the respective employee can also create roles and manage employees. To do this, first log in and go to the your account icon (1). Here you can then go to the respective employee management (2) or to the role management (3). The configurations here are the same as in the admin.

Edit a customer

The edit mode lets you configure the General tab.

This includes all the information you could already see within the General tab.
You can also configure a standard delivery address and a standard billing address in this mode.
You can find the option here in the General tab below under Addresses.

Create a new customer

Within the customer module you have the option to create a new customer.

The module allows you to enter common entries for the newly created customer (name, address, etc.).
It is possible to assign a customer group directly to the customer (1). This applies e.g. given settings of this customer group to this customer.
The field Sales channel (2) lets you assign the customer to one of your sales channels and thus determines how far he sees your storefront and which products he gets, for example, played out.
The field Tags (3) allows you to assign various keywords to the customer, which you can use in listings, product streams or rulebuilder to allow further nesting within a customer group.

Further you have the possibility to assign an address directly to the customer in advance in the submenu Addresses here.
The red marked fields are mandatory fields, which have to be filled in by you, so that you can create this customer.

Quick order function

Starting with Shopware version 6.5.4.0 and the Shopware Evolve plan, it is possible to use the quick order function.
This allows your customers to speed up the ordering process by adding items to the shopping cart via item number or CSV file.

Activation

The function can be activated per customer by first entering the edit mode and then setting the "Quick order" function to active.

Frontend view

In the frontend, you can access the feature by clicking on the account icon (1) and then selecting Quick Orders (2).

To speed up the general ordering process, you can search for products by name or number (1) and adjust the quantity (2) directly. 
Alternatively, you can upload a CSV file (3). After clicking on the button a window will open where you can upload your file. The file must contain the columns "product_number" and "quantity". You can also download a sample file there. As soon as all products are selected, you can add them to the shopping cart (4). If you want to delete the list, you can do this with the button "Clear list" (5).

Bulk edit

Bulk edit offers you a quick and easy way to change multiple customer records at the same time.

You can select individual customers (2) or all customers (1) displayed on this page. You can also select customers on several pages. The number of currently selected customers (3) is displayed above the customer overview. To edit the selected customers click on Bulk edit (4), to delete all selected customers click on Delete (5).

After clicking on Bulk edit, a modal will pop up and the selected customers will be shown.

In this overview you have the option to remove customers from your current selection. Once you are satisfied with your selection click on Start bulk edit.

Mark the checkbox (1) of the items you want to change and update the values (2). Click Apply changes (3) to proceed. Please note that only values will be changed where the checkbox is ticked.

The data to be edited is divided into blocks, e.g. account, tags, etc., as in the individual configuration of a customer.

In some blocks in which it is reasonable an additional dropdown with different options is available. This option defines the way in which the changes in this block are to be handled.

Overwrite: If you select this option, the previous data/settings will be overwritten by the selection you have now made..
Clear: This option removes all data/settings from this block.
Add: This option only adds the data/settings entered here to the customers. Existing settings will not be removed.t.
Remove: This option removes the data/settings entered here from the customers, if they were already applied to the customer records.

A modal will show you the number of customers which are to be changed. You have to confirm this by clicking on Apply changes.

Please wait while the system is updating the customer data/settings.

Shopware will inform you once it's done with the task. Click Close to exit and return to the overview.
 

AI-generated Customer Classification

AI-generated customer classification is available to you from the Shopware Rise plan.

With this function you have the possibility to create an automatic AI supported classification of customers, which you can use in a further step for example for mailings or other marketing actions. 
The classifications are saved as tags on the customer and can also be used for other functions within Shopware.

To start the classification of customers, first select all customers in the customer overview that are to be included in the automatic classification and then click on Classify (1).

Afterwards a window opens, with which you can carry out the classification.
In the field Generate content (1) you can optionally add further information to your classification. This can be the purpose of the classification, the marketing campaign for which it is to be used or the evaluation reason. The AI will then create automatic classifications based on this field and the selected customer data. You can also optionally leave this field completely blank. Then the AI works only with the data from the customer accounts.   
In the field Number of tags (2) you specify how many classifications and therefore tags should be created.   
With the Generate tags button (3) you start the classification.

After generation, the generated tags with generated names (1) are displayed in a list. For each tag, a description (2) is also created that roughly explains which customers are considered by this classification and a condition (3) that breaks down in detail according to which conditions the tags are assigned.

With the context menu (4) you can manually adjust the tags.  
To assign the tags to the customers, select the tags you want to assign and click Start (5). 
The selected tags will then be assigned to the customers that match the respective conditions. Of course, it can happen that not all initially selected customers will be assigned the tag, but only those that meet the corresponding conditions. 

If you perform a new classification at a later time, all AI-generated tags from previous classifications will be removed from the customers and the tags themselves will be deleted.