Articles

 Adding an Address

Use this screen to add a new address to a customer’s details. Click Customer Details and fill in...

 Adding an Order From a New Customer

HBJamaica Shopping cart allows you to add orders for a customer. You may want to do this if your...

 Adding and Editing Customers

To add a customer to your store’s database, click Customers > Add a customer. To edit a...

 Advanced Customer Search

To perform an advanced search of your store’s customer list, click Customers > Search...

 Creating Customer Groups

To create a customer group: 1  Click Customers > Customer groups. 2  Click Create a customer...

 Customer Address Book

Use this tab to view, edit and add addresses to a customer’s details. Note: You must first...

 Customer Details

Use this tab to configure a customer’s personal details, and the email address and password used...

 Customer Groups

Customer groups allow you to extend special privileges to customers you place in the group. When...

 Customers Overview

This section explains how to use the Customers menu in the navigation bar. The Customers Menu...

 Exporting Customers’ Details

To export your store’s customer list to a CSV (Comma-Separated Values) or XML (eXtensible Markup...

 Importing Customers

The shopping cart allows you to import customer details from a CSV (Comma-Separated Values) file....

 Quick Customer Search

Use the Search function in the Customers > View customers screen to search your store’s...

 Searching Customer Records

You can search your store’s customer list in two ways: •  Quick customer search: use the search...

 Viewing and Managing Customers

To view or manage existing customers of your store, click Customers in the navigation bar. Select...

 Viewing Notes

You can add notes to a customer record in the shopping cart. These notes can then be read by...