Manage Customers in Medusa Admin
In this guide, you’ll learn how to create and manage customers and their details.
Create a Customer#
You can create a customer through the Medusa Admin, which is useful if a customer is creating an order offline. The customer will be a guest customer; to register, the customer must register through the storefront.
To create a customer from the Medusa Admin:
- Go to the Customers page.
- Click the Create button at the top right.
- In the form that opens, enter the customer's email, and optionally their first and last name, company name, and phone number.
- Once you're done, click the Create button.
View Customer Details#
To view a customer’s details:
- Go to the Customers page.
- Click on the customer you want to view.
Customer Type#
At the top right of the first section, you can see a badge with the customer's type:
Customer Type | Description |
---|---|
Registered | A customer that has registered in your store. |
Guest | A customer that has placed an order but hasn't registered in your store, or a customer that you created through the admin dashboard. |
Edit Customer Details#
To edit a customer’s details:
- Go to a customer’s details page.
- Click on the icon in the first section.
- Choose Edit from the dropdown.
- In the side window that opens, you can edit the customer's email, first and last name, company name, and phone number.
- Once you’re done, click the Save button.
View Customer Orders#
You can view a customer’s orders from their details page in the Orders section. By clicking on an order, you can view its details.
Transfer Order to Another Customer#
You can transfer an order to another customer. For example, a guest customer registered, or a customer created an order offline.
When you transfer the ownership of an order, the original customer will receive a notification, such as an email, requesting their approval for the transfer. The order is transferred to the new customer only after the original customer approves the transfer.
To transfer a customer's order ownership to another:
- Go to the customer's details page.
- In the Orders section, click on the icon on the right of the order.
- Choose Transfer ownership from the dropdown.
- In the side window that opens, choose the customer to transfer the order to in the "New owner" field.
- Once you're done, click the Save button.
The original customer will then receive a notification requesting their approval for the transfer.
Manage Customer's Groups#
You can add a customer to multiple groups, allowing you to offer different promotions or pricing based on the group they belong to.
Add Customer to Groups#
To add a customer to customer groups:
- Go to the customer's details page.
- In the "Customer Groups" section, click on the "Add" button.
- In the list that opens, check the groups you want to add the customer to.
- Once you're done, click the Save button.
Remove Customer from Groups#
To remove a customer from customer groups:
- Go to the customer's details page.
- In the "Customer Groups" section, check the groups you want to remove the customer from.
- Once you're done, either press R or click "Remove" at the bottom center of the page.
- Confirm removing the groups by clicking the "Remove" button in the pop-up.
Edit Customer Metadata#
Metadata is custom data that can be associated with the customer in key-value pairs. This is usually used by developers for custom integrations or to store additional information about the customer.
To edit the customer's metadata:
- Go to the customer's details page.
- Click the icon at the right of the "Metadata" section.
- In the side window that opens:
- Manage the key-value pairs in the table.
- To add a new row of key-value pairs before or after a row:
- Hover over the row and click the icon at its right.
- Choose "Insert row above" or "Insert row below" from the dropdown.
- To delete a row of key-value pairs:
- Hover over the row and click the icon at its right.
- Choose "Delete row" from the dropdown.
- Once you're done, click the Save button.
Delete a Customer#
To delete a customer:
- Go to the customer's details page.
- Click on the icon at the top right of the first section.
- Choose Delete from the dropdown.
- In the pop-up, enter the customer's email and click the "Delete" button.