Customers in Shopify will be created automatically if they place an order through one of the sales channels managed by your Shopify account, e.g. Shopify website, eBay etc.

Creating Customers Manually

Customers can be created manually from the Customer option on the LHS menu. For each customer, you should enter:

• Name and address
• Phone number
• Tags.  These are used to filters customers and create customer groups.

Customer Groups

Customer groups are created by filtering customers from the list of customers and then save the filter.  Saved filters will appear at the top of the list for quick access.  Once created, customer groups are used when creating discounts, e.g. discount is only available to customer group X.