Managing Customers
Learn how to find customer records, review order history and manage customer information in PlanetShopping.
Purpose
Customer records help you understand who has ordered from your store and provide context when supporting customers. This guide covers the core customer-management tasks while reinforcing responsible handling of personal information.
What You’ll Learn
- You’ll learn how to find customers, review their order history and available profile information, make supported updates and use customer data appropriately.
Before You Begin
Only access or update customer information when it is necessary for store operations, customer service or another legitimate business purpose.
Step 1 – Open Customers
Sign in to the Merchant Panel and open Customers.
Step 2 – Find a Customer
Use the search or filtering tools available in PlanetShopping to locate a customer by supported fields such as name, email address or order information.
Step 3 – Review the Customer Record
Open the customer profile and review the information PlanetShopping provides, such as contact details, addresses, order history and account-related information.
Step 4 – Review Order History
Use the customer’s order history to understand previous purchases and to help resolve support questions. Open the relevant order when you need full transaction details.
Step 5 – Update Supported Information
If the Merchant Panel allows merchant edits to customer information, make only the necessary change and confirm that the updated information is accurate.
Step 6 – Handle Customer Data Responsibly
Do not copy customer information into public notes, product content or unnecessary external files. Follow the privacy commitments published by your business and any applicable legal requirements.
Use the customer record as a service tool, not as a reason to collect more information than you need. Keep customer data accurate, limited and protected.
Tips & Best Practices
Search for an existing customer before creating or duplicating records. Use order history when answering purchase questions. Avoid placing sensitive personal information in free-form notes. Review your customer-data and privacy settings periodically.
Frequently Asked Questions
Can customers edit their own information?
If customer accounts are enabled in your storefront, customers can update the profile information PlanetShopping allows. Otherwise, use the Merchant Panel for supported changes.
Can I delete customer information?
Use the customer privacy or deletion tools available in PlanetShopping and follow the privacy requirements that apply to your business.
Where can I learn more about data collection?
See the existing Customer Data Collection, GDPR & Data Tracking and CCPA & Data Sharing Help Centre articles where applicable.
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Next Step
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