Customers Options Explained
By logging in customers can see their order history, order status and pre-fill their address and billing information to be used during a checkout. They can also see their own email address, and edit it anytime.
Having the ability to create a personal account at your store might be convenience for customers to have a faster checkout, to have multiple delivering addresses or to check their purchase history.
With Jumpseller, it is very easy as a seller to manage your Customer Accounts and to get a better insight of the purchases they made in your store. You can get analytics such as personal information (address, email address), check who your best customer is and check who repeated their purchase.
Go to the Customer section on the Admin Panel.
At the left of the page you can set up the login option for your customers. There are 3 options:
- Disabled: Customers won't see the option to login or create an account.
- Optional: Customers have the option to create an account and login or to shop as a “guest”. After checking out as a guest, they see the option to create an account but this is optional. If the client has an existing account, he would need to login to proceed to checkout.
- Required: Customers will only be able to checkout if they already have an existing account or if you created one for them. This can be useful for wholesale stores or members-only stores.
Customer accounts are disabled by default.
To have a better overview of your store, or to differentiate customers from each other (e.g. you want retailers to see your prices, but you don’t want wholesalers to see your prices) you can organize your customers by creating customer’s categories.
At the option Categories you can click the button Create category and insert the name of your category (e.g. Wholesaler or Customers from Spain).
At the right panel of the page you find a list of all your customers. Here you get both personal information of your customers, such as name, email address, location, billing information. But also order information such as number of orders, status of order, payment method, type of client (guest or registered) and amount of purchase.
If you need to create and edit customers via the API, this feature is only available for Pro and Premium plans.
If you have any further questions you can always contact us.