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), duplicate them (4) and delete them (5).
You can also add a new customer to your system via the button Add customer (6). On the right side you will find tools (7) to update the overview and to narrow it down further by filter settings.

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.

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.

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.