Find or Create a Customer

Let’s consider the Find or create a customer block

To find a customer, enter the customer’s data (full name, id, login) in the search  and select the appropriate value.

Find the user by the name

Find the user by the login

Create a new customer

Create a new customer profile directly from the order.

Click on the “New customer” button.

In the popup window, enter the customer’s data in the specified fields and click the “Save customer” button.

You can also view the customer’s profile and all their orders using the “Profile” and “View other orders” links, respectively.

If you need to deliver the order to an address other than the customer’s address, select the “Ship to a different address?”. Click on the “Pencil” icon and fill in the specified fields.

You can copy data from the customer’s card by clicking the “Copy from billing address” button. Click the “Save address” button.

Note: An order can only be created when the customer is specified.

There are two main differences between the free and pro versions:

• Order history. When you select a customer, you can view the history of all their orders. To do this, click “Order History”

• Tax exempt. To disable taxation in a specific order, set the “Tax exempt” checkbox in the “Find or create a customer” section