Customers
Creating and managing customers: the customer profile, addresses, order history, importing/exporting, and bulk actions.
19 guides
19 of 19
All guides
19- Adding a B2B companyCreate a company record for a business customer, give it a pricing catalogue, and set up the people who buy for it. Needs the Enterprise plan.Video4 min
- Adding a customerCreate a customer record by hand for phone orders, trade accounts and regulars, with their address, marketing consent, notes and tags in place.Video4 min
- Adding notes to a customerKeep one internal note on each customer profile. Your team can read it, the customer cannot, and saving replaces what was there.Video2 min
- Adding tags to a customerTag a customer on their profile or tag a whole page of them at once, and see which parts of Orbit read customer tags.Video3 min
- Building a B2B price catalogueCreate a price book for the businesses you supply, set per-product and group prices, check them in the preview, then attach the catalogue to a company.Video4 min
- Building customer segmentsGroup customers with rules such as total spent, refresh the members when your data changes, and add or remove people by hand.Video5 min
- Deleting customers and GDPR requestsDelete a customer record, download everything you hold on them for an access request, and erase their personal data for a GDPR erasure request.Video4 min
- Editing a customerChange a customer's contact details, marketing consent, tax status and addresses from their profile in your Orbit dashboard.Video4 min
- How customers request and accept a quoteWhat a trade buyer does on your storefront: the Request a quote button, quotes in progress, the emails they get, and accepting a price to check out.5 min
- Importing and exporting B2B companies and buyersMove your trade accounts into Orbit from a CSV or Excel file, with their buyers, permissions and spending limits, and export them again.5 min
- Importing and exporting customersMove your customer list in and out of Orbit as a CSV file, with column mapping on the way in and a choice of scope and format on the way out.Video4 min
- Inviting customers to create an accountCheck whether a customer can sign in, send them an account invite from their profile, and see what a storefront account gives them.Video2 min
- Managing B2B invoicesTrack what your business customers owe, chase overdue invoices, and record a payment that arrived by bank transfer. Needs the Enterprise plan.Video3 min
- Managing your customer listSearch, filter and sort the Customers page, and tag, segment, export or delete several customers at once.Video3 min
- Managing your customersA map of the Customers section in Orbit, with a link to the guide for the list, customer records, segments, accounts and tidying up duplicates.Video2 min
- Merging duplicate customersFind two records for the same person and merge the duplicate into the one you keep, so their orders, addresses and history end up in one place.Video3 min
- Reading a customer profileOpen a customer profile to see what they have spent and ordered, check their contact details and account status, manage addresses, and add notes and tags.Video4 min
- Requiring customers to sign in before they can buyLet anyone browse but limit buying to approved trade customers, and restrict a single category to signed-in or tagged customers.4 min
- What your customers can do in their accountA tour of the signed-in account area on your shop: the sections your customer gets, the ones that only show for some, and the parts you control.4 min