Customers | General Overview

The Customers section in Orbit allows you to view, create, manage, and maintain customer records in your store. Customer profiles help you keep track of contact details, addresses, marketing consent, order activity, spend history, notes, tags, and any custom information you need for your business.

You can use this area to quickly understand who your customers are, how much they have spent, what orders they have placed, and how they can be contacted.

Accessing Customers

To access your customers:

1. From the left-hand menu, go to Commerce.

2. Select Customers.

The Customers page will open, showing a list of customer records.

From this page, you can view existing customers, search for a specific customer, filter the list, import or export customers, and create a new customer.

Customer list overview

The customer list displays your customers in a table format.

The table includes:

• Customer name

• Email

• Email subscription status

• Location

• Orders

• Amount spent

This gives you a quick summary of each customer without needing to open their full profile.

For example, you can quickly see whether a customer is subscribed to marketing emails, how many orders they have placed, and how much they have spent in total.

Searching for customers

You can use the search field on the Customers page to find a specific customer.

This is useful when you need to quickly locate a customer by details such as their name or email address.

Filtering customers

The Add Filter button allows you to narrow down the customer list.

Filters can help you find specific groups of customers, such as customers with certain subscription statuses, order activity, or other available criteria.

Importing customers

The Import button allows you to bring customer data into Orbit.

This is useful when migrating from another platform or adding a large number of customers at once.

Exporting customers

The Export button allows you to export your customer records.

This can be useful for reporting, backups, data reviews, or using customer information outside of Orbit where required.

Creating a new customer

To create a new customer:

1. Go to Customers.

2. Click Add customer.

3. Enter the customer’s contact details.

4. Add their address information if required.

5. Add any notes or tags.

6. Click Create customer.

The new customer profile will then be added to your customer list.

Contact details

When creating or editing a customer, the Contact details section allows you to enter the customer’s basic information.

This includes:

• First name

• Last name

• Email address

• Phone number

Required fields are marked with an asterisk.

You can also select the correct country code for the phone number using the phone number country selector.

Marketing consent

The Contact details section also includes marketing consent options.

You can record whether the customer agrees to receive:

• Marketing emails

• Marketing SMS messages

You should only enable these options if the customer has given permission to receive marketing communication.

Adding a customer address

The Address section allows you to add the customer’s default address.

This address can be used as the customer’s default shipping and billing address.

The company name, second address line, country, and phone number may be optional depending on your setup.

Notes and tags

The Notes & tags section allows you to add internal information about the customer.

1. Customer notes

Customer notes are private notes that are only visible to staff.

2. Tags

Tags can be used to categorise customers and create customer segments.

You can enter tag names separated by commas if you want to add multiple tags at once.

Tags make it easier to group customers and identify specific customer types later.

Viewing a customer profile

Clicking a customer from the customer list opens their full customer profile.

The customer profile gives you a detailed view of that customer’s information and activity.

At the top of the profile, you can see a summary including:

• Total spent

• Number of orders

• Last order date

• Customer since date

This gives you a quick overview of the customer’s relationship with your store.

Customer profile sections

The customer profile is organised into several sections.

These include:

1. Contact

The Contact section shows the customer’s name, email address, and marketing subscription status.

You can see whether they are subscribed or not subscribed to email and SMS marketing.

2. Address

The Address section shows the customer’s default address.

This is useful when checking delivery or billing information.

3. Notes

The Notes section shows any private internal notes added to the customer profile.

If no notes have been added, this section will show that there are no notes.

4. Tags

The Tags section shows any tags assigned to the customer.

If no tags have been added, this section will show that there are no tags.

5. Orders

The Orders section shows the customer’s order history.

The order history table can include:

• Order number

• Date

• Order status

• Payment status

• Fulfilment status

• Total

This allows you to quickly review the customer’s previous purchases.

6. Payments

The Payments section shows the customer’s payment history.

If no payments are available, Orbit will show that no payments were found.

7. Custom fields

The Custom fields section can be used for additional customer information if custom fields have been configured.

If no custom fields have been created, Orbit will show that no custom fields are defined. You can manage these from the Custom Fields settings area.

Editing a customer

You can edit customer information from the customer profile.

To edit a customer:

1. Open the customer profile.

2. Click Edit or use the three-dot menu.

3. Choose the area you want to update.

4. Make the required changes.

5. Save the customer.

Available options may include:

• Edit contact information

• Manage addresses

• Edit marketing settings

Emailing a customer

From the customer profile, you can use the Email button to contact the customer.

This gives you a quick way to start communication directly from the customer record.

Adding a note

The Note button allows you to add a note to the customer profile.

Notes are useful for internal communication between staff and for keeping track of customer-specific information.

Deleting customers

Customers can be deleted from either the customer profile or the customer list.

1. Deleting a single customer

To delete a single customer:

1. Open the customer profile.

2. Click the three-dot menu.

3. Select Delete customer.

2. Deleting multiple customers

To delete multiple customers:

1. Go to the Customers list.

2. Select the checkboxes next to the customers you want to delete.

3. Open the bulk action menu.

4. Select Delete customers.

Be careful when deleting customers, as this may remove important customer records from your store.

Moving a new customer draft to trash

When creating a new customer, you can use the three-dot menu and select Move to trash if you no longer want to continue creating that customer record.

Why is the Customers section important?

The Customers section gives you a central place to manage the people and businesses buying from your store.

It is useful because it helps you:

• Keep customer contact details and addresses organised

• View customer order history and total spend

• Track marketing consent for email and SMS communication

• Add internal notes for your team

• Use tags to group or categorise customers

• Import and export customer data when needed

• Quickly identify customer activity, including orders and payments

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