Customer Profile
Every order created will be attached to a customer profile. The customer's profile is where you can change their account information, place orders, view current baskets, order history, and recent page views.
You can also access the customer profile from People > Users > (find user) > Edit page. Detailed documentation on managing users is available here.
Edit the Customer Profile
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From the Summary page, click the Customer Profile tab in the top menu.
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This will take you directly to the edit user page, a different area of the AbleCommerce system.
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In the top section of this page, you will be able to view and change the customer's username and account information.
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When an account is created during the order process, the customer's Email is also their username. Changing this information will require that the customer use a different login to the store.
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If the Disable Account is checked, the customer will not be able to login to the store.
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You can update the Billing address associated with this account by going to the Address tab.
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If you change a user's profile, existing orders will not updated.
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When finished, click the SAVE button.
Create an Order
You can create an order for a customer, help them through the checkout progress, or add a product to their existing basket.
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From the Summary page, click the Customer Profile tab in the top menu.
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This will take you directly to the edit user page. Click the Orders tab from the top menu.
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At the bottom of page, you will be able to view the customer's Current Basket if they have an order in progress.
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To complete the order, change, or create an order, click the CREATE ORDER button.
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This will take you to the administrator's version of the checkout system.
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From here, you can add products to the order with the search form.
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When you are finished modifying the order, and ready to checkout, click the PLACE ORDER button.
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This will take you to the Place Order page where you can apply shipping charges, taxes, coupons, pay and complete the order.
For more information, see New Orders
View a Customer's Order History
In this area, you can view and edit any past orders placed by the customer.
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From the Summary page, click the Customer Profile tab in the top menu.
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This will take you directly to the edit user page. Click on the Purchase History tab to get an overview of all paid and unpaid orders.
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If you click on the Orders tab, you can view orders by status as shown in this example.
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This is simply another way to view all the customer's orders. You can use the search form from the Order Manager page as well.
If you want to view any order in more detail, click the "details" link.
View a Customer's Recent Activity
In this area, you can view the recent page views by the customer.
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From the Summary page, click the Customer Profile tab in the left-side menu.
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This will take you directly to the edit user page.
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In the last section of this page, you will be able to view the customer's Recent Page Views. This is a log of data showing a partial page URL.
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If you want to view additional details about the customer's activity, you can click the "See All" link in the bottom-right corner of the page.
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This will take you to the Customer Navigation History page.
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This page displays the customer's page activity from oldest to newest. You can also see the following information:
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IP - The customer's originating IP.
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Method - Click on URL (GET) or post to form (POST).
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URL - a partial URL to the page they viewed
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Time - the length of time on each page (in milliseconds)
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Referrer - If available, the page referred.
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Browser - the browser type and version, with computer's operating system.
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Item - An icon that represents the catalog object selected.
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