Clients

If you start run e-shop, your main activity is collect customers. If you have big database of customers you can easily send them newsletter and inform them about new products, new actions, sales, etc. Database of customers is your and nobody has not access to this database except you. Also nobody cannot delete customers via e-shop. Your database of customers is safe. Customers register by register form on e-shop (Figure 1) but we recommend register customers manually when you start run e-shop because many of them does not know about e-shop. If you register them they will be informed by e-mail about registration.

Figure 1: Register form
Figure 1: Register form

Listing

Page only contains table with already registered customers (Figure 2). Each row contains in last column (right side) action buttons – edit, detail, shipment and payment method, print, and salesman.

Figure 2: Clients - listing
Figure 2: Clients - listing

DetailDetail

Clicking on detail will be shown box (Figure 3) with complete information about customer like billing address, delivery address, telephone, e-mail, etc. If you again click on detail button, box will be hidden.

Figure 3: Clients - detail
Figure 3: Clients - detail

EditEdit

On this page (Figure 4) you can edit information about client. Page is divided to the 6 boxes.

Figure 4: Clients - edit
Figure 4: Clients - edit

First box (Figure 5) contains radio button to switching between Company client type and Private person client type. If you choose Company client type you have to against Private person client type fill these information: Company name, Company reg. no., VAT ID.

Figure 5: Clients - edit
Figure 5: Clients - edit

Second box (Figure 6) contains billing information. Required fields are Street, City, Zip, and State. If you choose Company client type you have to also fill Company, Company number, and VAT ID.

Figure 6: Edit client - billing address
Figure 6: Edit client - billing address

Third box (Figure 7) contains similar information however not billing but delivery. If these information is same as billing you can just check off Same as billing address checkbox (Figure 8).

Figure 7: Edit client - delivery address
Figure 7: Edit client - delivery address

Figure 8: Edit client - Same as billing address
Figure 8: Edit client - Same as billing address

Fourth box (Figure 9) contains contact information. Required fields are Telephone or Mobile other fields are optional.

Figure 9: Edit client - contact information
Figure 9: Edit client - contact information

Fifth box (Figure 10) contains additional information about client location and newsletter.

Figure 10: Edit client - additional information
Figure 10: Edit client - additional information

Sixth box (Figure 11) contains information about client. Required fields are Firstname, Lastname, and E-mail (for login). And if you want to change password you have to also fill both Password and Password – again.

Figure 10: Edit client - client information
Figure 10: Edit client - client information

Do not forget click on Save button to apply changes in database!

Shipping and paymentShipping and payment

Which shipment and payment method shown to client in order process is default controlled by settings in Shipping module and Payment method. But you can change this behavior individually for each customer by this form (Figure 11). Just check off affected shipment method and associated payment method. Do not forget to each shipment method also check off payment method! This setting can completely rewrite purposeful behavior in real world, for example you can choose DHL as shipment method and assign it with cash payment as payment method which does not sense. Think on it when you will set up individual shipment and payment method for customer.

Figure 11: Shipping and payment
Figure 11: Shipping and payment

You can also print complete information about client (Figure 12). Just click on print button and printer wizard will lead you to print this document.

Figure 12: Print client tab
Figure 12: Print client tab

SalesmanSalesman

Each customer has assigned own salesman. The salesman is after client's login shown on the header (Figure 13). Every new registered customer has assigned implicit salesman if you already have defined him. And by this form (Figure 14) you can switch to other salesman.

Figure 13: Salesman in header
Figure 13: Salesman in header

Figure 14: Salesman
Figure 14: Salesman