Creating a New Customer

Select “Customers” from the left navigation

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Select “Add Customer” in the top right hand corner

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Fill out all of the information from the customer (name, address, email, etc.)

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Leave the “Tax Exemptions” box checked unless you’re certain that a customer’s account is tax exempt.

In the “Tags” section make sure that you include the following if appropriate to do so

Important note: a reminder of the most commonly used customer tags:

Tag

Impact

Who

Private

Gives access to private, vet sections and documents on our website.

DVM’s and Hospital Team Members.

Staff35

35% discount on all orders.

Rayne, Trupanion and Hospital employees.

Hospital25

25% discount on all orders.

Hospital accounts who are inventorying Rayne products.

There are no rows in this table

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Once completed, click “Save” at the top of the page

Select “More Actions” in the top right hand corner and then “View/Edit in Customer Fields” from the drop down

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Select “Edit” and fill out all of the information for the customer (pet name, vet name, vet hospital, etc.)

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Select “Save” at the bottom of the window and close your tab to return to the Shopify admin portal

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.