Configuring a Guest User

Navigate to: Customers > Guest Users > “Manage” Action

Administrators can edit the details of an existing guest user from the Manage action. A guest user can be converted to a user  from the guest user’s details in the General Settings tab by adding a Username. 

Guest User accounts have several tabs which Administrators can use to manage and view key information related to the guest user:

General Settings

User DetailDescription
Store NameThis field indicates the name of the Store where the respective guest user has placed the order.
User NameThis field will be empty for guest users.
Email AddressThis field indicates the email address of the guest user.
External IDUnique External ID or ERP account number used for tracking Customer Users. Leave blank if unknown.
First NameFirst Name of the Guest User.
Last NameLast Name of the Guest User.
Phone NumberContact information of the Guest User
AccountThis field should be empty for Guest Users.

Viewing Guest User Addresses

Administrators can view addresses for the guest user from this section.

Viewing Guest User Orders

This section references Orders. If you are looking for additional information on this topic, see Orders.

Administrators can view the order placed by the guest user from this section.

Viewing Associated Profiles

Administrators can view the Profile associated with the guest user from this section.

Managing Order Notes

Administrators can add notes for a guest user account from here.

DetailDescription
Note TitleEnter a title for your note.
Note BodyEnter the description for the notes.

Add Note

  • Add Note details
  • Save progress using the "Save" button
  • The page reloads with action confirmation
  • New Notes are now added.

Edit Note

  • Edit Note details
  • Save progress using the "Save" button
  • The page reloads with action confirmation
  • Notes are now edited

Delete Note

  • Click the “Delete” icon
  • Page reloads with action confirmation
  • Notes are now deleted

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