Customers

Viewing, Adding, and Editing Customers

The Customers section in CommerceHub provides a centralized interface to view, manage, and maintain all customer accounts. It supports detailed list views (e.g., all customers, members, subscribers), bulk operations like import/export, and advanced search and filter capabilities. Administrators can access complete customer profiles, including contact info, membership status, GDPR consent, registration source, and company association. This module streamlines customer data handling for efficient account management across web, mobile, store, and third-party channels.

Field and their descriptions on the customer details page

1. Overview Tab

Customer Information Fields

Field Name	Description
Customer ID	Unique system-generated identifier for the customer
Email	Primary email address used for account login and communications
First Name	Customer's given name
Last Name	Customer's family name
Phone	Primary contact number & Telephone Number
Newsletter	Indicates if customer is subscribed to marketing emails (Yes/No)
Registered	Shows if customer has completed registration (Yes/No)
Group	Customer's assigned membership group (e.g., NewCustomers, Members)

Order Statistics

Field Name	Description
LTV (Life Time Value)	Total value of all customer orders to date
Total Orders	Number of orders placed by customer
AOV (Average Order Value)	Average value of customer's orders
LOV (Lowest Order Value)	Value of customer's smallest order
HOV (Highest Order Value)	Value of customer's largest order
Returns	Total value of customer's returned orders

Sessions

Field Name	Description
Page Views	Total number of pages viewed by the customer across the site. - Search: Number of times the customer used the site’s search functionality - Collection: Collection pages viewed by the customer Views - Product Views: Number of product detail pages viewed.
Added to Bag	Number of times added a product to the bag/basket.
Units Sold (All Channels)	Total quantity of products purchased by the customer across all sales channels.

Activity Metrics

Field Name	Description
Total Visits	Number of times customer has visited the store
Converted Visits	Number of visits that resulted in purchases
First Visit	Date of customer's first store visit
Last Visit	Date of customer's most recent store visit
First Ordered	Date of customer's first purchase
Last Ordered	Date of customer's most recent purchase

Channel Information

Field Name	Description
Web	Number of orders placed through website
Mobile	Number of orders placed through mobile app
Phone	Number of orders placed via telephone
Store	Number of in-store purchases

Marketing Data

Field Name	Description
Direct	Orders from direct traffic
Organic	Orders from organic search
Email	Orders from email campaigns
Social	Orders from social media
PPC	Orders from paid advertising

2. Orders & Returns

Complete history of customer orders and any associated returns.

Order History

Field Name	Description
Order Number	Unique identifier assigned to the customer’s order.
PO#	Purchase order number provided by the customer, if applicable.
Ship To	Customer Name in the shipping address for the order's delivery.
Date	The date when the order was placed.
Channel	The source or platform from which the order was placed (e.g., Web, Mobile, Store).
Status	Current state of the order (e.g., Approved, Delivered, Cancelled, etc.).
Amount	Total value of the order, including taxes and discounts.

Return History

Field Name	Description
Return Number	Unique identifier assigned to the customer’s return order/RMA.
Date	The date when the return was requested.
Status	Current status of the return (ReturnRequested, Return Approved. Return Rejected, etc.)
Amount	Total value of the RMA/Return Order.

3. Quotes

Price quotes requested or received by the customer.

Field Name	Description
Quote #	Unique identifier assigned to quote created.
RFQNo #	Unique identifier assigned to Request for Quote created.
PO #	Purchase order number cretaed against the quote , if applicable.
User	Name of the user who created/requested the quote
Type	Created by Admin (👻) or User (Blank)
Valid Until	The date till when the quote remains active.
Created	The date when the quotes was created.
Status	Current status of the Quote( QuoteSent, Converted, etc.)
Total	Total value of the quote.

4. Baskets

Saved shopping baskets, both active and abandoned.

Field Name	Description
Created Date	The date when the basket was created.
IPAddress	IP address of the network from where the basket was created
Status	Current status of the basket (Active)
Attachment	Additional file associated with the basket or specific items in it
Value	Total value of the basket.
Action	Clickable Eye icon to view basket items.

5. Login History

Record of customer login attempts and access times.

Field Name	Description
Login System IP	IP address used during the customer's login session.
System Name	Name of the device or browser environment used to log in.
Login Date	Date and time when the login occurred.

6. Email History

Log of transactional emails sent to the customer.

Field Name	Description
From	The sender or system module that triggered the email.
Subject	The subject line of the email sent to the customer.
Sent Status	Indicates whether the email was successfully delivered.
Created	Date and time when the email was generated.
Detail (👁️ Eye Icon)	Clickable icon to preview the full email content sent to the customer.

7. Address

List of saved billing and shipping addresses.

Field Name	Description
Address	Full saved address including street, city, state, and postal code
Phone	Contact number associated specifically with that address
Default Billing Address	Indicates if this address is set as the default for billing (Yes/No) or to set as Default Billing Address
Default Shipping Address	Indicates if this address is set as the default for shipping (Yes/No) or to set as Default Shipping Address

8. Wishlist

Products the customer has marked for future interest.

9. Reviews

Product reviews submitted by the customer.

Field Name	Description
Product Name	Product name against the review submitted by customer
Rating	1-5 Stars
Comment	Comment submitted in the review by customer.

10. Notes

Internal notes added by staff related to the customer.

Field Name	Description
Note	Internal comment or remark related to the customer
Action Required	Indicates if follow-up or specific action is needed
Created	Timestamp when the note was added
CreatedBy	Name or ID of the user who added the note

11. Survey Response

Feedback submitted by the customer via surveys.

12. GDPR

Preferences: Customer's data consent and privacy preferences.

Field Name	Description
Email	Check box to show email consent is enabled or disabled
SMS	Check box to show SMS consent is enabled or disabled
POST	Check box to show POST consent is enabled or disabled
Whatsapp	Check box to show Whatsapp consent is enabled or disabled
No Thanks	Check box to show if customer has disabled all
History	- Created: Date of Updating - IP Address: IP address from where the changes made - Email: Opted in or out - SMS: Opted in or out - POST: Opted in or out - Process: Action Optedin/OptedOut

13. NPS

NPS History: Net Promoter Score responses provided by the customer.

Field Name	Description
Entity	Can be either Order, Site, Page URL, Product
Score	Rating submitted by customer
Comment	Comment shared by customer
Created	Date of submitting the NPS

14. Contact Us

Email History:: Communication received via the Contact Us form.

Field Name	Description
From	Email address where the request was sent
Delivery ETA	Subject line for the request
PhoneNo	Contact Number provided while submitting request.
Created	Date of creation
Detail	Clickable eye icon to view the details shared by customer

15. Register Interest

List of Products the customer has shown interest in.

16. Trade-In Quotes

Quotes requested by the customer for trading in items.

How to Create a New Customer

Method 1: From Customer List

Navigate to Customers>View for customers listing page
Click "New Customer" button in top right corner

Method 2: Quick Access

Use top navigation menu
Select Customers > Add

Follow the steps below to create a new customer:

Fill in the required Basic Information fields:
- First Name
- Last Name
- Email
- Gender
- Mobile No
- Phone No (optional)
- Send Welcome Email (checkbox)
Click Save to create the customer account.

✅ Once saved, the customer will appear in the main customer list and can be edited or managed further through the customer detail view.

How to edit an existing customer's details

Below is the list of fields that are editable for an existing Customer:

Basic Information

Field	Description	Format
First Name	Customer's given name	Text
Last Name	Customer's family name	Text
Email	Primary email address	Email format
PhoneNo	Mobile phone number	Numeric
Telephone	Alternative contact number	Numeric
Gender	Gender of the customer	Dropdown (Male/Female/Unisex)
Date Of Birth	Date of birth of the user	Date (DD/MM/YYYY)
User Source Type	Source of customer creation	Dropdown (Web,Store,Admin etc.)
Is Black Listed	If the user is blacklisted	Toggle (Yes/No)
Is Blocked	If the user is blocked for the store	Toggle (Yes/No)
IsRegistered	Account registration status	Toggle (Yes/No)
Notify By Email	Email Notification consent	Toggle (Yes/No)
Notify By SMS	SMS Notification consent	Toggle (Yes/No)
Notify By Post	Post Notification consent	Toggle (Yes/No)
Notify By WhatsApp	WhatsApp Notification consent	Toggle (Yes/No)
Customer Group	Customer group assignment	Text + Selection
Customer Groups	- Capacity - Count	Text

Account Settings

Preferences

Field	Description	Format
Language	Preferred language	Dropdown
Currency	Preferred currency	Dropdown
Newsletter	Marketing preferences	Multiple checkboxes
Communication	Contact preferences	Multiple checkboxes

Account Status

Field	Description	Format
Active Status	Account active/inactive	Toggle
Block Status	Account restrictions	Toggle
User Role	System role assignment	Dropdown

Notes and Custom Fields

Customer Notes

Field	Description	Format
Internal Notes	Staff comments	Text area
Customer Tags	Classification tags	Multiple select
Custom Fields	Additional attributes	Various

Access Control

Field	Description	Format
Password Reset	Force password change	Button
Account Lock	Temporary restriction	Toggle
Login Attempts	Reset counter	Button

Managing Address Book

Maintain and organize multiple shipping and billing addresses for each customer, ensuring accurate order fulfillment and returns.

Address

Billing Address

Field	Description	Format
Address Line 1	Primary address line	Text
Address Line 2	Secondary address line	Text
City	City name	Text
State/Province	State or region	Text
Post Code	Postal/ZIP code	Alphanumeric
Country	Country selection	Dropdown

Shipping Address

Field	Description	Format
Address Line 1	Delivery address line 1	Text
Address Line 2	Delivery address line 2	Text
City	Delivery city	Text
State/Province	Delivery state/region	Text
Post Code	Delivery postal code	Alphanumeric
Country	Delivery country	Dropdown

Importing and Exporting Customers

The bulk import functionality in CommerceHub allows users to quickly while onboard large sets of customer data and their corresponding addresses using structured CSV or Excel files. This eliminates the need for manual entry and helps streamline operations, especially during system migrations, onboarding, or updates to customer databases.

Import Customer using Bulk Import

Used to import customer information this method is ideal when adding a new set of customers to the platform or updating existing profiles in large numbers.

Key Benefits:

Reduces manual data entry
Supports bulk onboarding
Helps maintain consistent and accurate customer records

Follow the steps below to import customer records in bulk using a CSV or Excel file:

Open the customer listing screen by navigating to Customers > View.
Click on Import Customer at the top right of the page.
Download the sample file from here and prepare your data accordingly.

Below is a list of fields used when importing customer addresses in bulk, along with their descriptions and expected values.

Field Name	Description
Title	Customer's title (e.g., Mr, Ms, Dr)
UserName	Unique username used for login or internal system reference
FirstName	Customer's first name
MiddleName	Customer's middle name (optional)
LastName	Customer's last name
Email	Customer's primary email address
PhoneNo	Customer's mobile or primary contact number
Gender	Customer's gender (`M`, `F`, `Unisex`)
NotifyEmail	Set `1` to allow email notifications, `0` to disable
NotifySMS	Set `1` to allow SMS notifications, `0` to disable
NotifyPost	Set `1` to allow postal notifications, `0` to disable
NewsletterSubscribe	Set `1` if the customer is subscribed to newsletters, `0` otherwise
DayOfBirth	Day of birth (1–31); set `0` if unknown
MonthOfBirth	Month of birth (1–12); set `0` if unknown
YearOfBirth	Year of birth (e.g., 1985); set `0` if unknown
CompanyCode	Code or ID for associated company (used in B2B setup)
CompanyRole	Role of the user within the company (e.g., Admin, User, Buyer)

Click on "Drop files here or click to upload" and select your CSV, XLSX, or XLS file.
After verifying all the uploaded data, click Submit to complete the import process.

Make sure all required fields are correctly filled and data types are consistent with the sample format.

Import Customer's Address using Bulk Import

Used to import addresses associated with customers, including shipping, billing, and subscription defaults. Each address entry must be linked to an existing customer through the username or email.

Key Benefits:

Easily update or assign multiple addresses to customers
Supports setting default delivery and billing addresses
Useful for migrating existing address books from other systems

Follow the steps below to import addresses to customer records in bulk using a CSV or Excel file:

Open the customer listing screen by navigating to Customers > View, and click on Import Address at the top right of the page.
Download the sample file provided and prepare your address data accordingly.

Below is a list of fields used when importing customer addresses in bulk, along with their descriptions and expected values.

Field Name	Description
UserName	The registered email or username of the customer to whom the address belongs
AddressType	Type of address (`2 for Shipping`, `1 for Billing`, or `Both`)
Title	Customer’s title (e.g., Mr, Ms, Dr)
FirstName	Customer’s first name
LastName	Customer’s last name
PhoneNo	Contact number for the address
Address1	Primary address line (e.g., street name, house number)
Address2	Secondary address line (e.g., apartment, suite)
Address3	Additional address details (optional)
City	City name
State	State or province
PostCode	Postal or ZIP code
Country	Full country name (e.g., United Kingdom, India)
CountryCode	ISO alpha-2 country code (e.g., `GB`, `IN`)
IsDefaultDelivery	Set `1` if this is the default delivery/shipping address, else `0`
IsDefaultBilling	Set `1` if this is the default billing address, else `0`
IsDefault	Set `1` if this address is both default billing and delivery, else `0`
IsDefaultForSubscription	Set `1` if this is the default address for subscription deliveries, else `0`
Label	Friendly name/label for the address (e.g., Home, Office)

Click on "Drop files here or click to upload" and select your .CSV, .XLSX, or .XLS file.
After verifying the uploaded data, click Submit to complete the import process.

Ensure the UserName field matches an existing customer and the address fields are correctly formatted for a successful import.

Export Customers

Easily export customer records using predefined date range filters such as Today, This Week, This Month, Last Month, and Last Year. These flexible filters allow you to quickly download relevant customer data without manually entering custom date ranges. Ideal for reporting, analysis, or integration.

Follow the steps below to export customers as an Excel file:

From the CommerceHub Dashboard, navigate to Customer > View to open the customer listing page and click on Export.
Choose the relevant filter from the predefined date range options such as Today, This Week, Last Month, This Month, or Last Year.
Click Export to initiate the data export process.
An email will be sent to the user with the export report attached.

Below are the fields available in the exported customer data file, along with their descriptions:

Field Name	Description
FirstName	Customer’s first name
LastName	Customer’s last name
Email	Primary email address associated with the customer
PhoneNo	Contact number linked to the customer
SourceType	Indicates how the customer registered (e.g., Web, Mobile, Store, ThirdParty)
NotifyEmail	`1` if customer has opted in for email notifications, `0` otherwise
NotifySMS	`1` if customer has opted in for SMS alerts, `0` otherwise
NotifyPost	`1` if customer has opted in for postal communication, `0` otherwise
DateOfFirstPurchase	Date when the customer made their first purchase
DateOfLastPurchase	Date of the most recent purchase made by the customer
TotalOrderCount	Total number of orders placed by the customer
TotalItemsPurchased	Total number of items purchased across all orders
TotalOrderValue	Combined monetary value of all completed orders
TotalReturnCount	Number of orders or items returned by the customer
TotalReturnValue	Total value of returned items/orders

Use the predefined date filters to quickly generate focused reports without manually entering custom date ranges.

Customer 360 Overview

Access a unified dashboard displaying each customer’s order history, interactions, and engagement metrics for comprehensive insights.

Field Name	Description
Customer ID	Unique system-generated identifier for the customer
Email	Primary email address used for account login and communications
First Name	Customer's given name
Last Name	Customer's family name
Phone	Primary contact number & Telephone Number
Newsletter	Indicates if customer is subscribed to marketing emails (Yes/No)
Registered	Shows if customer has completed registration (Yes/No)
Group	Customer's assigned membership group (e.g., NewCustomers, Members)

Order Statistics

Field Name	Description
LTV (Life Time Value)	Total value of all customer orders to date
Total Orders	Number of orders placed by customer
AOV (Average Order Value)	Average value of customer's orders
LOV (Lowest Order Value)	Value of customer's smallest order
HOV (Highest Order Value)	Value of customer's largest order
Returns	Total value of customer's returned orders

Sessions

Field Name	Description
Page Views	Total number of pages viewed by the customer across the site. - Search: Number of times the customer used the site’s search functionality - Collection: Collection pages viewed by the customer Views - Product Views: Number of product detail pages viewed.
Added to Bag	Number of times added a product to the bag/basket.
Units Sold (All Channels)	Total quantity of products purchased by the customer across all sales channels.

Activity Metrics

Field Name	Description
Total Visits	Number of times customer has visited the store
Converted Visits	Number of visits that resulted in purchases
First Visit	Date of customer's first store visit
Last Visit	Date of customer's most recent store visit
First Ordered	Date of customer's first purchase
Last Ordered	Date of customer's most recent purchase

Channel Information

Field Name	Description
Web	Number of orders placed through website
Mobile	Number of orders placed through mobile app
Phone	Number of orders placed via telephone
Store	Number of in-store purchases

Marketing Data

Field Name	Description
Direct	Orders from direct traffic
Organic	Orders from organic search
Email	Orders from email campaigns
Social	Orders from social media
PPC	Orders from paid advertising

Ghost Login allows admin users or support agents to securely log in to the storefront as a specific customer directly from the CommerceHub. This functionality enables internal users to replicate customer experiences, troubleshoot issues, or complete transactions on behalf of the customer — without needing access to the customer’s credentials. Post login it the session behaves identically to a real customer login, reflecting their personal data, preferences, and cart state.

Ghost Login is useful while:

Troubleshooting customer issues by replicating their exact storefront view
Completing transactions on behalf of customers (e.g., phone support or chat orders)
Testing promotions or pricing rules with customer-specific conditions
Managing subscriptions, wishlists, or saved baskets directly from the frontend
Reproducing bugs that only affect specific users
Secure access without disclosing customer login credentials

How to login on storefront using ghost login

Follow the steps below to log in as a customer using the Ghost Login feature from the CommerceHub Dashboard:

From the CommerceHub Dashboard, navigate to Customer > View to open the customer listing page.
Use the search bar to find the customer by Phone Number, Name, Email, or other identifiers. Click Search to filter the results and click on the customer's name to open their Customer Details page.
On the top-left of the page, click Login as this User.
A new browser tab will open, automatically logging you into the storefront as the selected customer.

This session mirrors the customer's actual login and allows full access to their storefront experience.

Managing Customer Groups

Customer Groups in CommerceHub allow businesses to organize customers into segments based on shared characteristics or purposes. These groups can be used to show promotions or shipping methods tailored to each group.

Creating a Customer Group

Follow the steps below to create a new customer group in CommerceHub:

Navigate to Customers > Customer Groups from the CommerceHub Dashboard.
Click Add Group to initiate the creation of a new customer group.
Enter the following details:
- Group Name – The display name for the customer group
- Group Code – A unique identifier for internal reference
- Description – Optional field to describe the purpose or characteristics of the group

Click Submit to save the new customer group.

The newly created group will now be available for assigning to customers and applying group-specific rules.

Managing Customers in a Customer Group

How to Add Customers to a Customer Group

Navigate to Customer > Customer Groups and click Edit next to the desired group.
In the Customer Group Details page, click Add Customer.
Enter the email or name of the customer in the search box. Select the user from the list click Submit to add them to the group.

How to Remove Customers from a Customer Group

From the Customer Group Details page, go to the Associated Customers section.
Click the bin icon next to the customer you want to remove.
A confirmation message will appear and click Confirm to remove the customer from the group.

Once removed, the customer will no longer be part of the group and any group-specific rules or pricing will no longer apply to them.

The GDPR section in the Customer Details page allows administrators to manage a user's communication preferences. This ensures compliance with data protection regulations by giving control over how customers are contacted.

How to Manage GDPR Preferences

Navigate to the Customer Details page from the customer listing view.
Click the GDPR tab, select or unselect the user's communication preferences as required (e.g., email marketing, SMS alerts, newsletters).

All changes are saved in real time and reflect the customer’s current consent status.