Overview of the capabilities of customer records in ShipStation.
In ShipStation, customer records include information like the customer’s name, company name, Ship To address, username, and order history. These details come from one of two sources: orders that you import from selling channels and orders that you've manually added to ShipStation.
Some ways you can use customer records in ShipStation include:
Reporting: ShipStation uses your customer records to create the informative graphs found in the Customer Overview section of the Insights tab. From the Reports section of the Insights tab, you can also create and customize a Raw Data Export file of customers.
Order Management: View a customer record from the Customers tab to see the customer's order history and manage their orders.
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Quicker Manual Order creation: When you use the New Order action to create a manual order on the Orders tab, ShipStation will attempt to auto-complete customer information based on customer records.
You can also create a manual order directly from a customer record.
Quick Manual Shipment creation: You can create a shipment directly from a customer record, without having to create an order first.
Automation: Add a tag to a customer record to help you filter orders or to act as criteria to trigger Automation Rules.
View Customer History
There are two places to view a customer's history:
In the Customers tab, and
In the Orders tab.
To view a customer's history from the Customers tab:
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Select the customer whose history you'd like to view and click on their name. To locate a customer, you can enter part or all of their name into the Quicksearch field, use the filters, click the toggle in the Name column to adjust the alphabetized listing, or scroll through the pages of customers.
The customer's history and relevant information will appear in a pop-up.
