Overview of the capabilities of customer records in ShipStation.
Customer records in ShipStation hold the customer details included on orders that import into ShipStation or the customer details you've added to ShipStation manually. These details can include the customer name, company name, Ship To address, customer username, and order history.
There are a few ways you can use customer records in ShipStation:
Reporting: ShipStation uses the customer records to create the information graphs found in the Customer Overview section of the Insights tab. You can also create a Customer Raw Data Export file from the Reports section of the Insights tab.
Order Management: If you view a customer record from the Customers tab, you can see the customer's order history and manage their orders.
Quicker Manual Order creation: When using the New Order action to create a manual order, 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 act as criteria to trigger Automation Rules.