Customers | Creating & Editing Customers

The Customers section in Orbit allows you to add new customers to your store, record their contact details and address, capture marketing consent, and keep their information up to date over time.

From here you can create a customer record by hand, add notes and tags to organise them, and edit any of their details later from their profile.

Adding a customer

To add a new customer:

• From the left-hand menu, go to Customers.

• Click Add customer in the top right.

The New Customer page will open, ready for you to fill in their details.

The page is split into several sections:

• Contact details — the customer’s name, email, company, and phone number.

• Address — the customer’s default address.

• Notes & tags — private notes and tags to help you organise customers.

Contact details

In the Contact details section, enter the customer’s information:

• First Name — the customer’s first name (required).

• Last Name — the customer’s last name (required).

• Email — the customer’s email address (required).

• Company — the company they belong to, if applicable (optional).

• Phone Number — select the country code, then enter the phone number, for example +44 123-4567.

Marketing consent

Under Marketing Consent you can record whether the customer has agreed to hear from you:

• Customer agrees to receive marketing emails — tick this if the customer has consented to marketing emails.

• Customer agrees to receive marketing SMS — tick this if the customer has consented to marketing text messages.

You should ask your customers for permission before ticking these options and before sending them any marketing messages.

Adding an address

In the Address section, enter the customer’s default address. You can record their first and last name, company name, address lines, city, state or province, postal code, country, and a contact phone number for the address. The address is optional, so you can leave it blank and add it later if you do not have it yet.

Notes & tags

In the Notes & tags section you can add extra information to help you manage the customer:

• Notes — private notes about the customer that are only visible to your staff, never to the customer.

• Tags — labels you can use to group and filter customers. Type a tag name and select it, or create a new one if it does not already exist.

Saving the customer

Once you have filled in the details, click Create customer in the top right to save the new customer. They will then appear in your Customers list. If you decide not to continue, click Cancel to discard the record.

Editing a customer

You can update a customer’s details at any time. From the Customers list, select the customer you want to change to open their profile, then click Edit. Make your changes and save them to keep the customer’s record up to date.

Why customer records are important

Keeping accurate customer records helps you understand who is buying from you and stay in touch with them. Recording marketing consent also helps you respect your customers’ preferences and only contact those who have agreed to hear from you.

If you have any questions, please contact us at support@orbitcommerce.net