Customers and Customer Groups

You can also organize Customers into Customer Groups, allowing you to segment your audience and display different prices for different groups.

Add a Customer

1. Go to Customers > Add customer.

2. Add the details for the Customer.

   • Optional: Enter the personal details (salutation, title, first name, middle name, last name, date of birth) of the Customer.

   • Enter the email for the Customer. The email serves as the unique identifier for Customers within Composable Commerce.

     Composable Commerce stores email addresses in letter casing. However, for signup, authentication, and password reset token creation, email addresses are treated as case-insensitive.

   • Optional: For Customer key, enter a unique identifier for the Customer.
   • Optional: For Locale, select a language for the Customer.
   • Optional: For Customer number, enter a unique identifier value for the Customer that identifies the Customer in a human-readable way. This value is usually used in emails, invoices, and other correspondence.
   • Optional: For External ID, enter an identifier value for the Customer that's used in external systems such as customer relationship management (CRM) or enterprise resource planning (ERP).
   • Optional: For Customer Group, select a Customer Group for the Customer (if any).
   • Optional: For Account restricted to these stores, select a Store (if any). A Customer assigned to a Store is unique to the Store. For more information, see Global versus Store-specific Customers.
     As part of your initial project configuration, we recommend deciding whether Customers should be Store-specific or shared globally.

   • Optional: For Company name, enter the Customer's company information.
   • Optional: For VAT ID, enter the VAT ID of the Customer.
3. Click Next.
4. For Authentication mode, choose how the Customer will be authenticated.
   • To use an external service for authentication, click the Use external authentication toggle.
   • To use Composable Commerce's authorization service for authentication, enter and confirm the Customer's password.
5. Click Next.

6. Optional: If present, select a Custom Field and enter the values for it.

   Custom Fields are defined using the Custom Fields API.
7. Click Next.
8. Optional: Click Add address, enter the address information and click Save.
   The country in the shipping address determines eligible shipping methods, delivery costs, and the tax rate for line items. Country is a mandatory field in addresses since it is needed for tax calculation on the cart.
9. Click Next.

10. Optional: Assign the Customer to a Customer Group.

    • To assign the Customer to multiple Customer Groups, in the Customer Group Assignments section, click Assign customer group, select the Customer Group and click Save.
    • To assign the Customer to a single Customer Group, in the Customer Group (Single) section, select the Customer Group and click Save.
11. Click Save.

Manage a Customer

Reset a password

You can reset a password in the Merchant Center during the development phase. In a production environment, Customer passwords are not reset manually. Instead, a password reset functionality is available through the storefront application. All passwords are encrypted and never displayed.

1. Go to Customers > Customer list.
2. Select the Customer and, on the Security tab, click Reset password.
3. On the Reset password pane, enter a new password or generate a random password.
4. Click Save and confirm the action.

Add address information

1. Go to Customers > Customer list.
2. Select the Customer, then on the Customer's details page, click the Addresses tab and click Add address.

Assign a Customer to a Customer Group

1. Go to Customers > Customer list.
2. Select the Customer and, on the Customer groups tab, do the following:
   • To assign the Customer to multiple Customer Groups, in the Customer Group Assignments section, click Assign customer group, select the Customer Group and click Save.
   • To assign the Customer to a single Customer Group, in the Customer Group (Single) section, select the Customer Group and click Save.

View a Customer's Orders

Export Customers

Delete a Customer

1. Go to Customers > Customer list.
2. Select the Customer and, on the Customer details page, click the delete icon.
3. In the confirmation dialog, confirm the action.

Add a Customer Group

1. Go to Customers > Add customer group.
2. On the Add a Customer group page, do the following:
   • Enter a name for the Customer Group.
   • Optional: Enter a key for the Customer Group.
   • Optional: If present, select a Custom Field and enter a value for it.
   Custom Fields are defined using the Custom Fields API.
3. Click Save.

Edit a Customer Group

1. Go to Customers > Customer group list.
2. Select a Customer Group and, on the Customer Group's details page, update the values for the necessary fields.

Delete a Customer Group

1. Go to Customers > Customer group list.
2. Select a Customer Group and, on the Customer Group's details page, click the delete icon.
3. In the confirmation dialog, confirm the action.