TomatoCart - New Generation Open Source eCommerce

Introduction

The Customers section lists the details of customers whose accounts are created by themselves in the store front or by administrators in the back end. Details include login information, address books, store credits and the wishlists.

The address books are necessary when a customer wants to deliver products to different addresses. Store credits present the amount of money which is stored in the Cart. It may come from merchandise return in the form of Refund, or from store presentation by administrators. Also it can be used to purchase products in the store as ready money.

Customers

Figure 1 shows the login information of customers under the admin> Customers>Customers section.

In the left dialogbox, you can see the information of the customer, including:
Last Name&First Name
Date Created: when the customer created the account
Store Credits: how many credits the customer owns in the online shop
Status: the status of the account, activated or frozen

• Unfold/ fold the details of the information

Click “+” to unfold the dropdown and view the information of a customers, including: Gender, E-mail Address, Customer Groups, Customer IP Address, Number of Logons and Last Logon Date

• Switch the status of the customer

Click the green button to activate the account of the customer and enable him to log in.
Click the red button to freeze the account of the customer and disable him to log in.

• Edit/Add customers

Figure 2 shows the Lee listing page under the admin>Customers> Customers >Lee edit section. Most of information is automatically generated after customers have created an account in the store front. And administrators have the right to add customers into customer groups.
Note:
Check the newsletter subscription, customers will receive newsletters. Set a customer group under Customers> Customers Groups.

• Edit/Add an address book

Figure 3 shows the Lee Cynthia Address book listing page under the admin>Customers>Customers >Lee Cynthia>Address Book edit section.

Figure 3 Lee Cynthia edit listing page

Each address ever used in the store front will present here by default. Only one should be set as “Primary Address”. To cancel the “Primary Address”, you should have set another address as primary.

• View/Update Store Credits

Figure 4 shows the Customers-Store Credits listing page under the admin>Customers>Customers >Customers–Store Credits section.

Store credit will be updated on any of the following conditions:

1. Refund. The store owner rebates in the method of “Create Store Credit” according to the agreement on refund request from the customer. Credit value will add in this case.
2. Purchase. The customer pays with Store Credits. Value will reduce then..
3. Admin (presentation). The store owner updates the value of the Store Credits, (as Figure 4 shows).

Figure 5 shows the Update Balance listing page under the admin>Customers>Customers >Update Balance section.

1. Input the amount and comments.
2. Select the check box to notify the customer by email.
3. Select "Save" to implement the action.

NOTE: The action “Admin” causes the update of the balance.

• Wishlist

Figure 6 shows the Customers-Wishlist listing page under the admin>Customers> Customers >Customers>Customers–Wishlist section.

Figure 6 Customers-Wishlist listing page

All wishlists added by customers in the store front are all listed here. Store owners can view which products have been added, when they were added and what comments have been made.

• Display Address Book/Store Credits/Wishlist of a customer
• Delete customers/Address Book /Store Credits/Wishlist
NOTE: The orders for this customer will not be removed when a customer is deleted.

• Hide/Display a column
• Refresh the present page
• See Customer Number in the down-right corner of the left dialog box

Unfamiliar with operations, or functions of a button? See Common Button Operations.