How to Add or Remove a Customer on Shopify

Chandler
Chandler October 29, 2018

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If you know that you can create draft orders, you must know its functions and that you can add a customer to the draft order. This action helps you manage the orders better and also useful if you use the shipping ratebased on location.

The following is my writing on the topic how to add or remove a customer on Shopify. This instruction will help you with your problems with customer information so read it carefully.

How to add or remove a customer

Step 1: Open the draft order

From the admin screen of Shopify, click on the Orders section and continue to go to Drafts to see all the draft order of your store.

To add or remove a customer on desktop 1

Step 2: Enter customer name

Click on an order which you want to add a customer to and find the Find or create a customer section and fill in the field with the name of an existing client or a new one.

To add or remove a customer on desktop 2

Step 3: Click the customer

Click on the customer to add he or she to the order.

Step 4: Create new customer

In case you want to add a new customer, click on the Create a new customer inside the field.

Step 5: Fill in the field

A new dialog box name Create a new customer shows up on the computer screen, fill in the box with the necessary information.

To add or remove a customer on desktop 5

Step 6: Click Save customer

Click the Save customer button to save the new customer to your order.

Step 7: Saving

Finally, click the Save button to save all your changes to the draft order.

Step 8: Remove a customer

Inside the order details page, find the Customer section and click the x icon in that field.

To add or remove a customer on desktop 8

To add or remove a customer on iPhone (Click here)

  • Step 1: Go to the draft order

From the home screen, tap the Orders button next to the Home button and continue go to the Draft orders section.

To add or remove a customer on iPhone 1

  • Step 2: Choose an order

You can choose an order number which you want to add a customer to by tapping on that order.

To add or remove a customer on iPhone 2

  • Step 3: Tap Add customer

In the order details page, scroll down to the Customer section, hit the Add customer button.

To add or remove a customer on iPhone 3

  • Step 4: Tap a customer or +

Tap on an existing customer or tap the + button to create a new one.

To add or remove a customer on iPhone 4

  • Step 5: Remove a customer

5.1 In the customer section inside the order details page, tap the Edit button.

To add or remove a customer on iPhone 5

5.2 At the bottom of the page, hit Remove customer from order and continue by tapping Remove customer.

To add or remove a customer on iPhone 5

To add or remove a customer on iPhone 5

To add or remove a customer on Android (Click here)

  • Step 1: Go to the draft order

From the home screen, tap the Orders button next to the Home button and continue to go to the Draft orders section.

  • Step 2: Choose an order

You can choose an order number which you want to add a customer to by tapping on that order.

  • Step 3: Tap Add customer

In the order details page, scroll down to the Customer section, hit the Add customer button.

  • Step 4: Tap a customer or +

Tap on an existing customer or tap the + button to create a new one.

  • Step 5: Remove a customer

5.1 In the customer section inside the order details page, tap the Edit button.

5.2 At the bottom of the page, hit Remove customer from order and continue by tapping Remove customer.

Conclusion

In conclusion, the above is a detailed writing on the topic how to add or remove a customer on Shopify. I hope you enjoy my writing and if you want more post on similar subjects, check out our Shopify Tutorials.

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Chandler
Chandler
Hi! I'm Chandler - a Shopify expert and also a customer supporter with over five years of experience. I had done more than 300 custom work projects in the Shopify platform, namely building a store from scratch, installing apps, adding custom features, optimizing speed and SEO, and so on.

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