The management of customer accounts is a user management task performed by a store administrator with user management privileges. The administrator can define what information to store in a customer profile, specifically, what fields to include in the customer address form to specify the customer's billing and shipping address at checkout. They can also add new customer accounts and manage existing ones, including merging information from orders placed anonymously with registered user accounts. For example, suppose the system can identify a registered customer as a buyer who has at least one order at the store placed previously without creating an account. In that case, the administrator can merge the information from this past order placed anonymously with the information in the registered user profile. This way, it will be possible to access the user's purchase history all in one place.

Customer Profile Fields Management

Customer profile fields are the fields included in the customer address form used to specify the customer's billing and shipping address at checkout. Customer profile fields in X-Cart are created and managed on the Address field page of the store Admin area (Store Setup -> Cart & Checkout).

The Address fields page allows a store admin to:

  • add new fields;

  • edit existing fields (for example, change the name of a field, or make a required field optional);

  • disable existing fields;

  • change the order of the fields in the profile form.

Adding New Address Fields

  1. Open the Address fields page in your store's Admin area (Store Setup > Cart & Checkout) and click the New address field button.

    You will see a new blank line added to the list of address fields below:

  2. Use the line to specify the details of the new address field you are creating:

    • Name: Enter the field's name as it should be visible to users.

    • Service name: Enter a service name for the field. This name will not appear in your store's user interface and will only be used to refer to this field in your store's PHP code. For simplicity, use the same value as in the primary "Name" field, but use only lowercase letters, digits, and underscore.

    • Required: Specify whether the field should be optional or mandatory for completion by users.

  3. Click the Save changes button at the bottom to save the changes.

Editing Address Fields

  1. In the Address fields section, locate the field you need to edit.

  2. Make the changes you require:

    • To change the field's name, click on the current field name (the area becomes editable) and replace the field name with a new value.

    • If the field is required, and you want to make it optional, or vice versa, switch the toggle opposite the field name in the "Required" column.

    • To enable/disable a specific field, use the On/Off button on the line of the respective field.

    • To re-arrange the order in which the fields appear in a profile, drag and drop specific fields in the list to the positions you require. (Use the four-headed arrows in the column at the far left).

  3. Click the Save changes button at the bottom of the screen to save the changes.

Customer Accounts Management

Customers in an X-Cart store can perform both registered and anonymous purchases. Though a buyer may choose not to sign up with your store, X-Cart nevertheless creates a customer account for this buyer and registers it as anonymous. All customer accounts are listed on the Users List page of your store Admin area, along with existing admin and vendor accounts (Users -> Users List). You can identify them by the Customer or Anonymous value in the Access level column.

Customer Profile

A store admin needs to click on the customer's email in the user list to access a customer profile. Then, the customer's account details will open.

The Account Details tab displays the following customer profile information:

  • the number of orders placed by this customer (with a possibility to access them all in the Orders section of the store Admin area);

  • the date of account creation and last login date;

  • the language used by this customer when viewing the site (important for stores that use more than one language);

  • customer email and password (the password is not displayed, but a store admin can change it here if required);

  • user access level (Registered Customer or Anonymous Customer), this field may also contain a mention of a related account if this customer has used the same email address as both a guest and a registered buyer, with a possibility for a store admin to merge the related accounts (see further below);

  • account status (enabled or disabled) and admin comments on the reasons for account disabling;

  • customer's membership level and membership applications (if any).

If required, a store admin can change the customer's email and password, as well as force the customer to change their password on their next login, enable/disable the account with a comment on the reason for doing so, and assign a membership to this customer or change the customer's membership.

Customer Address Book

To access a customer's address book, a store admin needs to click on the customer's name in the user list or open the Address Book tab in the customer account.

The customer address book displays the billing and shipping data specified during checkout. This page also records and shows the history of address changes (even if a single letter or number in the address is changed, your store registered it as a new customer address).

A store admin can change the current customer address or add a new one if required via the Address fields page (Store Setup > Cart & Checkout) of the store Admin area.

Since X-Cart creates a customer account even if a buyer prefers not to sign up with a store, there can be a case that the email is used for an unregistered purchase, and X-Cart creates an anonymous customer account for this email. Then the same email is used for a store sign-up, and X-Cart creates a registered customer account. As a result, a store has two customer accounts registered for the same email containing some order history. A store admin can merge such customer accounts to keep all customer info in the same place.

Accordingly, if you see users with the same email address in the user list of your store Admin area - one with the access level "Customer" and another one with the access level "Anonymous" - you can merge these accounts. To do so, follow the steps below:

  1. Open the Account Details page of the account with the access level "Anonymous":

  2. Scroll down to the "Access information" section and click the "Merge with Registered" button:

  3. That's it! The profiles have been merged into one registered account.

If you check the user list, your store will have only one customer account registered for this email. This account will contain the order history and the address book changes from both registered and anonymous accounts.

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