Manage Finalsite Store customers

Every time a new customer places an order in your store, their name and information appear on your customer list. You can see and manage all your customers on the Customers page in your store admin. From there, you can edit, delete, and filter or search for a customer profile, as well as see all orders placed by a specific customer. If you want to give discounts to a specific set of customers, then you can add them to a customer group. You can also indicate which of your customers are tax-exempt.

Editing customers

To change an existing customer profile to update their information:

1. Go to My Sales > Customers.

2. Click the pencil icon of the customer’s profile you want to edit.

3. In the “Edit customer” dialog box, you can change:

   • Name
   • Email address
   • Assigned customer group
   • Tax exemption settings
   • Click “Save” to confirm your changes.

Deleting customers

You can delete customer profile records from your store anytime. Deleting a customer account will not remove the order records the customer has placed, and those records are still accessible from the Orders page.

To delete a customer account:

1. Go to My Sales > Customers.

2. Find the customer account(s) you wish to delete.

3. Check the box next to the name of the customer record you want to delete.

4. Click “Delete,” then click “Yes” to confirm your action.

You can delete customer accounts in bulk by selecting more than one customer account at a time.

Adding customers to groups

From the Customers page, you can add any customer from the list to any of your existing customer groups. Customer groups allow you to organize your customers into groups by different criteria (such as wholesale clients, faculty, or VIP), give them discounts, and more.

To add a customer to a group:

1. Go to My Sales > Customers and find the customer you wish to add.

2. Select the customer, then click the pencil icon next to the customer’s name.

3. Assign a customer group in the “Customer group” column.

4. Click “Save.”

If you need to create a new customer group, submit a Support ticket that includes the name of the group.

Indicating tax-exempt customers

Some customers, such as wholesalers and nonprofit organizations, can be exempt from taxes. You can mark such buyers as non-taxable, so they can check out in your store without having taxes applied to their order. To exempt a customer from paying taxes in your store, you should mark them as non-taxable in your store admin.

To mark customers as tax exempt:

1. Go to My Sales > Customers.

2. Find the customer on the list and click on the pencil icon to edit their profile.

3. Click on the toggle in the “Tax exempt” column to enable tax-exempt status.

4. Save the change.