1) What this module is for
- Find a customer quickly (name, phone, email).
- Open a customer profile.
- Update contact details.
- See order history (when available).
2) Where customers come from
Depending on your setup, a customer can appear automatically when they:
- Place an order on your storefront,
- Buy in store (POS),
- Or when your team creates a customer manually.
3) Find a customer
- Open Customers in the menu.
- Use the search bar (name / phone / email).
- Open the right result.
4) Open a customer profile
On a customer profile, you’ll usually find:
- Contact info (name, phone, email).
- Addresses (shipping and/or billing, depending on the store).
- Order history (their previous purchases).
If you want to understand an order, see Orders.
5) Edit customer info
- Open the customer profile.
- Click Edit (or the pencil icon).
- Update the fields (phone, email, address…).
- Click Save.
Tip: keep phone numbers in one format (example: +216…); it makes search easier.
6) Avoid duplicates
- Search first before creating a new customer.
- If you find duplicates: keep the most complete profile and update it.
- If you’re not sure what to do: ask an admin to help.
7) If you can’t access Customers
If you don’t see Customers in the menu, it may not be enabled for your store or your role doesn’t have permission.
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