Customers

In Zoho Commerce, anyone who buys from your online store will be listed as a customer in your organisation. Alternatively, you can view, import or add existing customers details manually and do so much more with the customer details in customer module. You can also view customer reports in the Reports module.

View Customers

Here’s how you can view your customers’ details:

• Select Customers under Sales on the left sidebar.

All your customer details will be listed here. You can view the shipping and billing addresses, contact number, default currency, and much more.

Add Customers

You can manually add a customer’s details in Zoho Commerce. To do so:

• Select Customers under Sales on the left sidebar.

• Click + New in the top right corner.

• Enter the necessary details.

  Fields	Description
  Primary Contact	You can enter the customer’s name, or any person’s name that would act as a primary contact.
  Company Name	If your customer is a business, you can enter the company name.
  Display Name	Enter a display name to be used on all transactions.
  Email Address	Enter the customer/business’s email address. This will be stored as encrypted data that can be accessed only by the users that have the required permission.
  Communication Channels	Select the communication channels for the customer. You can use this to send order statuses to your customers. However, the customer can opt-out from receiving mobile notifications anytime.
  Customer Phone	You can add your customer’s work phone and mobile number.
  Marketing Emails	Enable this to send marketing emails to your customers.
  GST Treatment	Select a GST treatment from the dropdown. If your customer is GST registered, it is mandatory to enter the GSTIN of that contact.
  Place of Supply	A registered location of your customer where the items have to be delivered.
  PAN	Enter your customer’s PAN card to help the government track all financial transactions to ensure tax compliance.
  Tax Preference	Select if the customer is taxable or tax exempt. If tax exempt, select a reason for exemption.
  Currency	Select the customer’s base currency. This cannot be changed once the customer places, and it will be reflected in all transactions.
  Price List	Select a price list. The item prices from the price list will be applied every time the customer buys from your online store.
  Enable Portal	Enabling this will send an email to your customer asking them to sign up for your store’s customer portal.
  Documents	Upload up to 10 relevant files, each not exceeding 10 MB in size.
  More Details	You can click Add more details to include your customer’s department, designation, social profiles, and more.
  Address	You can add billing and shipping addresses for your customer.
  Remarks	Enter customer remarks, if any. This is only for internal reference, and will not be shown anywhere on your online store or to your customers.

• Click Save. The customer details will be saved to your Zoho Commerce organisation.

Edit Customers

You can edit your customers details if they have entered them incorrectly during checkout or while signing up for the portal. To do so:

• Click Customers under Sales on the left sidebar.
• Select the customer whose details you wish to make changes to and click Edit in the top right corner.
• Make the necessary changes and click Save.

The customer’s details will be updated.

Other Actions

Here’s how you can perform other actions in the Customers module of Zoho Commerce:

Import

Here’s how you can import customer details:

• Click Customers under Sales on the left sidebar.
• Click More in the top right corner and click Import Customers.
• Choose a file not more than 25 MB in size, of the file format CSV, TSV, or XLS.
• Select your Duplicate Handling preference, which compares customer names in Zoho Commerce and the file uploaded.
• Select the Character Encoding and click Next.
• Map the fields and click Next.
• Lastly, click Import, and the customer details will be imported to your Zoho Commerce organisation.

Export

To export your customer details:

• Click Customers under Sales on the left sidebar.
• Click More in the top right corner and click Export Customers.
• Select the file format and enter a file protection password, if necessary.
• Click Export. Your customer details will be exported in your chosen file format.

Mark Customer as Inactive

You can mark a customer as inactive instead of deleting all the customer details. Here’s how:

• Click Customers under Sales on the left sidebar.
• Select the customer you want to mark as inactive and click More in the top right corner.
• Click Mark as Inactive. You can mark the customer as active anytime.

Clone

Here’s how you can clone a customer’s details:

• Click Customers under Sales on the left sidebar.
• Select the customer you want to clone and click More in the top right corner.
• Click Clone. All the customer details will be pre-filled and you will be redirected to the customer creation. You can make the necessary changes and click Save. The cloned customer will be saved as a new customer.

Delete

• Click Customers under Sales on the left sidebar.
• Select the customer you want to clone and click More in the top right corner.
• Click Delete.

The customer details will be deleted permanently.