Customer and Order Management

Page Contents

View Customers

When you click on 'View Customers', the list that displays can be very useful.
Viewing the customers list

It's primary use is obvious, to display the details of the customers that have registered and hopefully placed an order in your store.

However there are some additional features that are often overlooked. From left to right:

Column Name	Details
Name	This is the name of the customer.
Email	The email address of the customer. When the email address is clicked on it opens a new email with that address in the 'to' field ready for you to email them.
Invoice Address	The customer address entered during the registration process.
Phone	The phone number entered during the registration process. The 'Cell Phone' number does not get listed.
Reg Date / IP Address	The date and time of registration, and the IP address of the computer used to register. If the IP address is clicked on, the address can be resolved to a domain address to give you additional information as to where they are coming from, for example the ISP they are using. This is not always possible though.
No Orders	When the customer has not made any orders, '0' (zero) is displayed. However when order have been made, the number of orders is shown. If you click on that number, the page will then list all the order the customer has made.
Actions	Edit & Delete - These options are self-explanatory. Deleting a customer does not affect the previous order history, visible in the orders section.

Email Customers

This is the CubeCart tool for using the address submitted in the mailing list frontend box and customers wanting to receive emails from the store set in their profile.
Email customers and mailing list addresses

The two options available here are to either download the list for a third-party mailing list application to use, or to email the addresses using the built in tool.

Click on 'Send Email' to use the built in tool.
Sending an email from the store

You will notice that included on this page is a box that includes the unsubscribe address. This address must be pasted into the editor to be used, otherwise recipients of the email will not know how to unsubscribe from the mailing list if they wish to. As the dialog notes, in some countries it is a legal requirement to include an unsubscribe link in mailings.

Orders

This is one of the most used pages in CubeCart. The order history page.

Asd displayed from left to right:

Column	Details
Order No	This is the order number assigned to the customer order. This number has been sent out to the customer at the time the order was made. The number is made up of specific information. In the example provided, the order number '070612-142158-8708' indicates the following: 070612 - Year 07, June 12th. 142158 - At a time of 14 hours 21 minutes and 58 seconds. 8708 - A random number. Clicking on the order number will display the details of the order.
Status	The current status of the order. In later versions of CubeCart there were addition status' added to available options within the order. When an order is first made, the status is set to 'Pending'. If the payment gateway is able to confirm payment has been made (PayPal IPN for example), on successful completion of the payment the status is changed to 'Processing'. The setting can be changed manually within the order details.
Date/Time	The date and time the order was made.
Customer	The name of the customer who made the order. If you click on the name, you are able to view the customer details as on the 'View Customers' page, but filtered.
IP Address	The IP address of the computer that made the order. If the IP address is clicked on, the address can be resolved to a domain address to give you additional information as to where they are coming from, for example the ISP they are using. This is not always possible though.
Basket Total	This is the grand total of the order.
Action	Orders can easily be deleted.

Order Details

Customer Info
Clicking on the order number, you can display the entire order details. I've split the page into three sections.
Order details addresses

Shown at the top of the page is the packaging slip button. When preparing to send out goods to a customer, clicking on this will display a suitable packaging slip which can be printed off and added to the consignment. This makes it easier to ensure the correct order contents are included in the package.

The two addresses are displayed here, the address on the left is the customer address. On the right, if different is the address the customer may have added during the cart process to add a different delivery address. The option to disable this is in the store configuration General Settings under Locale Settings. If the customer has not added the different address, both addresses will be the same and taken from the customers profile address.

The Customer Comments box displays any information the customer may have typed in at Step 5 of the payment process.

Order Summary
Displayed in this section of the customers order, are the products purchased, the quantities, the method of payment and the breakdown of the tax and shipping.
Order details

If the store is selling Digital Downloads, the download link information is also displayed in this section including the length of time the download link remains available. If the link has expired, it can be refresh again for another pre-selected period of time so the customer can use the link. The length of time the download is valid for is determined in the store configuration General Settings under Digital Downloads.

Order Status
The status information is very important for keeping track of customers orders. Order details customer notes and feedback

Order details customer notes and feedback

Information entered in this section, unless otherwise states, updates the order record the customer can view in their own profile order history, and also via email if the box is ticked.

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