Back Office Order Management - Customer Accounts

Introduction

In this guide, we will learn to access and review customer´s information directly from the Main Menu of the Scalefast Merchant.

Customers

You can access the View Customer section by clicking on Customers on the main menu on the left:

In the next page, we insert the email address in the search box and click Submit:

A search by email address (we get it from the customer ticket) is the most common type of search.

Occasionally, we can search by last name: These are cases where customers purchase a digital download and misspelled their own email address, consequently never receiving their order confirmation email. The best solution we have in such cases would be to try and find the order by last name.

Once clicked on Submit, we see the corresponding results and click on the customer ID to access the customer's account info: