Add/Edit customer

Managing customer information is essential for maintaining business efficiency and ensuring customer satisfaction. Whether adding new customers or updating existing customer data, accurate and timely processing is crucial. You may need to add new customers in the following situations:

• New customer registration: When a new customer registers through the website or physical store, their information needs to be entered into the system.
• Order processing: Unregistered guests provide contact information during checkout, which can be added as new customers in the system.
• Marketing activities: When collecting potential customer information during promotions or marketing campaigns, adding these customers can improve future marketing communication.

This section will guide you on how to add new customers and edit existing customer information in the Genstore system, as well as how to handle bulk customer data for better management efficiency.

Add customer

Navigation: Log in to the Genstore merchant admin, click Customers -> Add customer.

Fill in basic customer information

1. Contact information: First name, last name, email, phone number (at least one of these must be filled). Note: Email and phone number must not be duplicated with existing customers.
2. Marketing subscription: You can choose whether to opt in the customer for marketing emails/SMS. It is recommended to obtain the customer’s consent before selecting this option.
3. Address information: Fill in the address as required. It can be entered now or later. Address information is not mandatory.
4. Tax exemption: By default, tax exemption is not enabled. To enable tax exemption, adjust the tax exemption option. For more details, refer to customer tax exemption.
5. Customer tags: Directly enter the required tags in the customer tag input box. For more details on customer tags, refer to customer tags.
6. Note: Click the edit button in the notes section to add notes about the customer.

Edit customer

Path: Log in to the Genstore merchant admin, click Customers, select the target customer to enter their customer details page, and click More actions -> Edit customer information.

Edit basic information

• On the customer details page, click Edit customer information to modify the customer information and save it.

Customer address management

• Add new address: Click Add address to add a new shipping address for the customer.
• Edit address: Click the Edit button next to the address to modify it, then click Confirm to save.
• Delete address: Click the Delete button next to the address to remove it. Note: The customer’s default address cannot be deleted.
• Set as default: Choose an address and click Set as default to change the default shipping address.

Bulk edit customers

In addition to editing customer details in the customer details page, you can also bulk edit customers from the customer list page.

Navigation: Log in to the Genstore merchant admin, click Customers in the left navigation menu, select multiple customers to edit, and click Bulk edit.

• Bulk edit supports modifying customer fields such as first name, last name, email, tags, email marketing subscription status, phone number, and notes. If the field you need to edit is not listed, click Columns in the top right corner of the page to select additional fields.
• After editing, click Save. If saving fails, check for any error messages and make the necessary adjustments based on the instructions.