Customer Account Management
page last edited on 01 May 2017
The management of customer accounts is a user management task performed by a store administrator with user management privileges. Such an administrator can define what information needs to be stored in a customer profile (specifically, what fields need to be included into the customer address form used to specify the customer’s billing and shipping address at checkout), add new customer accounts and manage the existing customer accounts, including the ability to merge information from orders placed anonymously with registered user accounts (that is, if the system can identify a registered customer as a buyer who has placed at least one order at the store previously without creating an account, the administrator can merge the information from this past order placed anonymously with the information in the registered user profile so the user’s purchase history can be accessed all in one place).
- Customer Profile Fields Management
- Customer Accounts Management
Customer Profile Fields Management
Customer profile fields are the fields included into a customer address form used to specify the customer’s billing and shipping address at checkout. Customer profile fields in X-Cart are created and managed on the Address field page of the store Admin area (Store setup -> Cart & Checkout).
The Address fields page allows a store admin to:
- add new fields;
- edit existing fields (for example, change the name of a field, or make a required field optional);
- disable existing fields;
- change the order of the fields in the profile form.
Adding New Address Fields
- In your store’s Admin area, open the Address fields page (Store setup > Cart & checkout) and click the New address field button. A new blank line will be added to the list of address fields below:
- Use the line that has been added to specify the details of the new address field you are creating:
- Name: Enter the name of the field as it should be visible to users.
- Service name: Enter a service name for the field. This name will not appear in your store’s user interface and will only be used to refer to this field in your store’s PHP code. For simplicity, use the same value as in the main “Name” field, but be sure to use only lowercase letters, digits and underscore.
- Required: Specify whether the field should be optional or mandatory for completion by users.
- Click the Save changes button at the bottom to save the changes.
Editing Address Fields
- In the Address fields section, locate the field that needs to be edited.
- Make the changes you require:
- To change the name of the field, click on the current field name (the field becomes editable) and replace the field name with a new value.
- If the field is required, and you want to make it optional, or vice versa, switch the toggle opposite the field name in the ‘Required’ column.
- To enable/disable a specific field, use the On/Off button on the line of the respective field.
- To re-arrange the order in which the fields appear in a profile, drag and drop specific fields in the list to the positions you require. (Use the four-headed arrows in the column at the far left).
- Click the Save changes button at the bottom of the screen to save the changes.
Customer Accounts Management
Customers in an X-Cart store can perform both registered and anonymous purchases. Though a buyer may choose not to sign up with your store, X-Cart nevertheless creates a customer account for this buyer and registers it as anonymous. All customer accounts are listed on the Users list page of your store Admin area along with existing admin and vendor accounts (Users -> Users list) and can be identified by the Customer or Anonymous value in the Access level column.
To access a customer profile, a store admin needs to click on the customer’s email in the users list. This opens the customer’s account details.
The Account details tab displays the following customer profile information:
- the number of orders placed by this customer (with a possibilty to click on this number to see them all in the Orders section of the store Admin area);
- the date of account creation and last login date;
- the language used by this customer when viewing the site (important for stores that use more than one language);
- customer email and password (the password is not displayed, but a store admin can change it here if required);
- user access level (Registered Customer or Anonymous Customer), this field may also contain a mention of a related account if this customer has used the same email address as both a guest and a registered buyer with a possibilty for a store admin to merge the related accounts;
- account status (enabled or disabled) and admin comments on the reasons of account disabling;
- customer’s membership level and applications for membership (if any).
If required, a store admin can change the customer’s email and password, as well as force the customer to change their password on their next log in, enable/disable the account with a comment on the reason for doing so, and assign a membership to this customer or change the customer’s membership.
Customer address book
To access a customer’s address book, a store admin needs to click on the customer’s name in the users list or open the Address book tab in the customer account.
The customer address book displays the billing and/or shipping data specified by this customer during checkout. This page also records and displays the history of address changes (even if a single letter or number in the address is changed, it is recorded as a new customer address).
A store admin can change the existing customer address or add a new one if required. The set of address information fields that need to be completed by customers can be adjusted via the Address fields page (Store setup > Cart & checkout) of the store Admin area.
Merging Related Accounts
Since X-Cart creates a customer account even if a buyer preferred not to sign up with a store, there can be a case that one and the same email is first used for an unregistered purchase and X-Cart creates an anonymous customer account for this email and then the same email is used for a store sign-up and X-Cart creates a registered customer account for it. As a result a store has 2 customer accounts registered for one and the same email both containing some order history. A store admin has a possibility to merge such customer accounts to keep all customer info in the same place.
Hence if you see the same email address in the users list of your store Admin area one with the Customer access level and another with Anonymous access level, do as follows to merge these accounts:
- Open the Account details page of an account with Anonymous access level:
- Scroll down to the Access information section and click the Merge with Registered button:
- That’s it! The profiles have been merged into one registered account:
Now if you check the user list there will be only one customer account registered for this email. This account will contain the order history and the address book changes from both registered and anonymous accounts:
Help make this document better
This guide, as well as the rest of our docs, are open-source and available on GitHub.