OPENCART ADMIN – Sales
Sales in an OpenCart store
All orders placed and detailed customer information are recorded in the Sales section. The website administrator can manage orders and customers, and add, delete or edit them manually. For B2B sales, you can also assign customers an account manager (sales representative). The system notifies the account manager by email when their customer places an order through the online store.
Customers
Customers are the foundation of every online store, so it’s important to know as much about them as possible. In the admin, under Sales > Customers, you have all the key customer information. Besides customer details, this is where all transactions, customers’ IP addresses and their customer groups are managed and recorded.
As in Sales > Orders, you can find customers by sorting the table or entering key details in the search fields above it. On the right, in the “Action” column, there are these buttons:
APPROVE CUSTOMER
If a customer must be approved by an administrator before their first purchase (account activation), click the green button. Activated customers have a light green button. You can also manage approval in the customer’s settings, which you open with the Edit button.
LOGIN INTO STORE
As the store administrator, you can also log in to the store as a customer. This option is for checking how a customer’s account works and helping with purchases if needed.
EDIT
Clicking “Edit” lets you edit the customer’s details, transactions, customer group, history and the IP addresses they used to access their account.
Editing customers
In the admin, under Sales > Customers > Customers, click “Edit” to edit your online store’s customers. As elsewhere, the customer form has several tabs:
General
Contains general customer data such as contact details, addresses, statuses, the assigned account manager and other settings that define the customer type.
History
Lets the website administrator record comments for the selected customer.
Transactions
The store owner can add store credit (a credit note) to a customer’s account. In the “Description” field, enter the type of transaction (e.g. a refund), and in the “Amount” field, the amount of the credit. Click “Add Transaction” to confirm. The customer then receives an email about the credit and their current balance (the total of all credits). If the customer has a positive balance, it’s automatically applied to their next purchase (the amount to pay for ordered products is reduced by the credit).
Reward Points
Lets you add or remove reward points for the selected customer.