May 052014
 

WordPress eStore Plugin Manage Customers tutorial shows you how to add and manage your customers. It shows you how to search for customers and more.

Last Updated: March 18, 2017

Latest News: I have removed the menu and added a footer link to the menu.

Once you have your online store running you will have many sales. All these sales represent a custom. This plugin has a great set of tools to help you manage all your customers from one admin area. There is also a search facility so you can quickly and easily search for a particular customer. Remember online stores that produce large amount of sales on a weekly, monthly or yearly basis will have a large number of registered clients in no time.

Remember: Check all your options before you save them. Run the sandbox settings for further testing before you publish your shopping cart. This plugin has many features to setup.

WordPress eStore Plugin Manage Customers Steps

Step 1 ) Go to WP eStore -> Manage Customers to setup the following.

Customer Search

  • Search for a customer
  • Click on Search button

wp-estore-plugin-manage-customers

Step 2 ) The following image Manage Customers Options allows you to setup the following options.

  • Display Customer List for Products ID
  • Display Email List of Customers for Product ID
  • Display Email List of All Customers

wp-estore-plugin-manage-customers-options

The following image shows a list of all your online customers. This list displays the following field details for each customer signed up to your site. When you start having customers displayed in this list you will be able to view details for for each customer by clicking on the following link edit/ view details at the end of each customer as illustrated in the image below.

  • Customer ID
  • First Name
  • Last Name
  • Email Address
  • Product ID & Name
  • Transaction ID
  • Date
  • Price Paid
  • Coupon Used
  • Status

wp-estore-plugin-manage-customers-list-display

The following image allows you to setup and manage the following options.

Note: As you customer list gets big you might want to adjust the number of customer displaying to a smaller number.

  • Customers Display Limit Per Page = Default is set to 50.
  • Click on Add New button
  • Click on Admin Functions button
  • Click on Export Customers Data to a CSV File button
  • Click on Export Serial Key Data to a CSV File button

wp-estore-plugin-manage-customers-display-limit

Add Edit Customers

Step 2 ) Go to WP eStore -> Add/Edit Customers to setup the following.

  • First Name
  • Last Name
  • Email Address
  • Address

wp-estore-plugin-add-edit-customers

The following images allows you to setup the following.

  • Phone
  • Purchased Products ID
  • Product Name
  • Transaction ID
  • Date

wp-estore-plugin-add-edit-customers-part2

The following images allows you to setup the following.

  • Price Paid
  • Quantity Purchased
  • Coupon Code Used
  • eMember User ID
  • IP Address

wp-estore-plugin-add-edit-customers-part3

The following images allows you to setup the following.

  • Payment Status
  • Serial Number Data
  • Admin Notes
  • Click on Save Customer button
  • Customer ID = Click on Copy Customer Details button
  • Click on Manage Customers button

wp-estore-plugin-add-edit-customers-part4

Click on the following link Add Product to continue with the set up.

I will be updating this post from time to time. So keep coming back for more. If you have any questions please let me know.

Enjoy.

Go Back To WordPress eStore Tutorial List:

Manuel Ballesta RuizManuel Ballesta Ruiz is a web developer, Blogger and WordPress Enthusiast.

 Leave a Reply

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

(required)

(required)