Customers

Manage your customer database, contacts, addresses, and account details.

The Customers section is your central directory of all customer accounts. Manage contact details, shipping addresses, order history, and account settings from one place.

Customers

Overview

The customer list displays all your customer accounts in a searchable, paginated table. Each customer record contains their business details, contacts, addresses, and links to their order history.

Customer information

Each customer profile includes:

Section	Details
Company details	Customer name, company name, account reference
Contact information	Primary contact, email, phone numbers
Addresses	Billing and shipping addresses (multiple supported)
Account settings	Pricing rules, payment terms, customer group
Order history	Links to all orders placed by this customer

Adding a new customer

Navigate to Customers

Go to Commerce → Customers in the sidebar.

Create new customer

Click the create button to open the customer form.

Enter details

Fill in the customer name and key contact information. The customer name is required — other details can be added later.

Add addresses

Add one or more addresses. You can designate default billing and shipping addresses, which are used automatically when creating orders.

Set account preferences

Optionally assign a pricing rule, customer group, and payment terms. These affect how pricing and invoicing work for this customer.

Searching and filtering

Search — Find customers by name, company, or email
Client filter — In multi-client setups, view customers for a specific client
Custom views — Save column layouts and filter combinations for different workflows

Customer addresses

Customers can have multiple addresses, each with its own purpose:

Default billing address — Used on invoices and financial documents
Default shipping address — Pre-selected when creating consignments
Additional addresses — Alternative delivery locations

Each address includes full postal details and can optionally include a phone number for courier contact.

Address management

Keep shipping addresses up to date — they're used when generating shipping labels. An incorrect address can delay fulfillment.

Importing customers

For bulk customer creation, use the import feature at Insights → Import → Customers. This accepts CSV files with customer details and addresses.