4.1 Basic Operations

To perform the basic operations like add, edit, delete customers you can use Customers toolbar or use any of customers context menu.

You can call Edit Customer dialog by double-clicking on ones' record or pressing the corresponding icon on the toolbar.

The same form also appears, when you press 'Add New' icon.

"Edit Selected Customer" window displays required and most important information about the customer: Password, Associate to Website, First Name, Last Name, Email, Customer Group, addresses, telephone etc.

To get more details on customer's data editing you can in the appropriate sub-page below.

It is useful when you're changing connection or have any doubts like is the latest data displayed.

You can "Delete Customer" from your store with the help of an appropriate button. Delete customer(s) option is available on the toolbar or customer context menu.

Highlight necessary customer(s) and resort to it to delist customer and information referred to them. The dialog box that appears asks your confirmation to remove the record.

In the event that you need to derive a list of customers for further processing, you are able to export customer data to Excel / HTML/XML/ TXT / CSV files.

Corresponding options are available on customer toolbar.

Just select customers you have to export, press corresponding icon "Export Grid" and indicate where exactly this file will be saved.

"Customer filter" - sort customers using column headings:

'Addons' option serves for transferring the selected customers and their details to the QuickBooks addon directly from the Customers section.

You can use the top toolbar or the context menu as well to launch the Export Addon's Wizard.

According to the last program's update (starting from the version 2.4.0.:1281 of Store Manager for OpenCart) the customers details can be reflected in the reports of the following types:

By eMagicOne Inc.