## Zoho Commerce Help Documentation Index Access the complete documentation index at: https://www.zoho.com/en-fr/commerce/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Customers In Zoho Commerce, anyone who buys from your online store will be listed as a customer in your organisation. Alternatively, you can view, import or add existing customers details manually and do so much more with the customer details in customer module. You can also view customer reports in the Reports module. ## View Customers Here’s how you can view your customers’ details: * Select **Customers** under _Sales_ on the left sidebar. All your customer details will be listed here. You can view the shipping and billing addresses, contact number, default currency, and much more. ## Add Customers You can manually add a customer’s details in Zoho Commerce. To do so: * Select **Customers** under _Sales_ on the left sidebar. * Click **\+ New** in the top right corner. * Enter the necessary details. Fields Description Primary Contact You can enter the customer’s name, or any person’s name that would act as a primary contact. Company Name If your customer is a business, you can enter the company name. Display Name Enter a display name to be used on all transactions. Email Address Enter the customer/business’s email address. This will be stored as encrypted data that can be accessed only by the users that have the required permission. Communication Channels Select the communication channels for the customer. You can use this to send order statuses to your customers. However, the customer can opt-out from receiving mobile notifications anytime. Customer Phone You can add your customer’s work phone and mobile number. Marketing Emails Enable this to send marketing emails to your customers. GST Treatment Select a GST treatment from the dropdown. If your customer is GST registered, it is mandatory to enter the GSTIN of that contact. Place of Supply A registered location of your customer where the items have to be delivered. PAN Enter your customer’s PAN card to help the government track all financial transactions to ensure tax compliance. Tax Preference Select if the customer is taxable or tax exempt. If tax exempt, select a reason for exemption. Currency Select the customer’s base currency. This cannot be changed once the customer places, and it will be reflected in all transactions. Price List Select a price list. The item prices from the price list will be applied every time the customer buys from your online store. Enable Portal Enabling this will send an email to your customer asking them to sign up for your store’s customer portal. Documents Upload up to 10 relevant files, each not exceeding 10 MB in size. More Details You can click Add more details to include your customer’s department, designation, social profiles, and more. Address You can add billing and shipping addresses for your customer. Remarks Enter customer remarks, if any. This is only for internal reference, and will not be shown anywhere on your online store or to your customers. * Click **Save.** The customer details will be saved to your Zoho Commerce organisation. ## Edit Customers **Note:** You can only edit certain fields once a customer places an order. You can edit your customers details if they have entered them incorrectly during checkout or while signing up for the portal. To do so: * Click **Customers** under _Sales_ on the left sidebar. * Select the customer whose details you wish to make changes to and click **Edit** in the top right corner. * Make the necessary changes and click **Save**. The customer’s details will be updated. ## Other Actions Here’s how you can perform other actions in the Customers module of Zoho Commerce: ### Import Here’s how you can import customer details: * Click **Customers** under _Sales_ on the left sidebar. * Click _More_ in the top right corner and click **Import Customers**. * Choose a file not more than 25 MB in size, of the file format CSV, TSV, or XLS. * Select your Duplicate Handling preference, which compares customer names in Zoho Commerce and the file uploaded. * Select the Character Encoding and click **Next**. * Map the fields and click **Next**. * Lastly, click **Import**, and the customer details will be imported to your Zoho Commerce organisation. ### Export To export your customer details: * Click **Customers** under _Sales_ on the left sidebar. * Click _More_ in the top right corner and click **Export Customers**. * Select the file format and enter a file protection password, if necessary. * Click **Export**. Your customer details will be exported in your chosen file format. ### Mark Customer as Inactive You can mark a customer as inactive instead of deleting all the customer details. Here’s how: * Click **Customers** under _Sales_ on the left sidebar. * Select the customer you want to mark as inactive and click **More** in the top right corner. * Click **Mark as Inactive.** You can mark the customer as active anytime. ### Clone Here’s how you can clone a customer’s details: * Click **Customers** under _Sales_ on the left sidebar. * Select the customer you want to clone and click **More** in the top right corner. * Click **Clone**. All the customer details will be pre-filled and you will be redirected to the customer creation. You can make the necessary changes and click **Save**. The cloned customer will be saved as a new customer. ### Delete **Warning:** Customer details once deleted cannot be retrieved. **Note:** You cannot delete a customer that has one or more transactions. To delete the customer, you will first have to delete all the transactions associated to that customer. * Click **Customers** under _Sales_ on the left sidebar. * Select the customer you want to clone and click **More** in the top right corner. * Click **Delete.** The customer details will be deleted permanently.