Pyle

Customers ​

What This Is ​

Customers are the account records your team uses to manage buyers, account details, addresses, users, and related storefront access. In day-to-day work, this is the customer account you open in admin or manage through the storefront account area.

When You Would Use It ​

Use Customers when you need to:

  • create a new customer account
  • update a customer’s contact details or account status
  • add or change the customer’s shipping or billing address
  • manage the people attached to the account
  • review the join code, account ownership, or related account settings

Do not treat Customers as a simple profile card. It is the account root for several linked workflows, including team access and address management.

Before You Start ​

Before you work on a customer, make sure:

  • you know whether the change belongs in admin or in the storefront account area
  • you have the correct customer record open
  • you know whether the customer should belong to one or more groups
  • you know whether the account needs a default shipping or billing address

How To Use It In The Admin ​

  1. Open Customers in the admin.
  2. Create a customer if you are adding a new account.
  3. Fill in the basic contact details.
  4. Save the record and open the customer page.
  5. Use the customer page to manage:
    • the customer’s identity and notes
    • addresses
    • linked users
    • account manager assignment
    • account activity and related actions

How To Use It In The Storefront ​

Customers can also be managed by the account holder in the storefront, depending on permissions:

  • the profile page lets the signed-in user update personal account details
  • the addresses page lets the customer manage saved addresses
  • the team page lets a user-manager account view and manage team members
  • the permissions page shows the storefront permissions that are exposed for the account

What It Changes ​

Changing a customer affects:

  • who can sign in under the account
  • which addresses are used by default
  • which users belong to the account
  • whether the account can receive customer-specific pricing or promotion eligibility
  • whether the account is restricted or approved for certain actions
  • which account manager is copied on order emails when CC notifications are enabled

Common Tasks ​

Create a new customer ​

Use the admin customers list to create the account, then finish the details on the customer page.

Update account details ​

Edit the customer page or the storefront profile page, depending on who owns the change.

Manage addresses ​

Use the admin customer page or the storefront addresses page to add or change addresses.

Manage the team ​

Use the customer page in admin or the storefront team page if the account supports team access.

Assign an account manager ​

Use the Account Manager block on the customer page to assign, change, or remove the staff owner for that customer.

Review account-linked settings ​

Check the customer record, join code, ownership fields, and related downstream settings that depend on the account.

Rules, Limits, And Things To Watch ​

  • A customer account can have more than one user.
  • Invitation-based registration uses the customer join code.
  • The storefront profile page only lets the signed-in customer update their own account.
  • Some customer behaviors depend on related setup, not just the customer record itself.
  • Address management in the packaged product is tied to the account, but the underlying implementation uses the generic Address flow.
  • The account manager CC option only appears when the global feature flag is enabled.
  • An assigned account manager can receive order emails through either the customer-level CC checkbox or their own user-level owned-customer notification setting.

Troubleshooting ​

I created the customer, but they cannot sign in ​

Check whether the account registration email was sent and whether the invited user has completed registration.

The customer’s address is wrong in checkout ​

Check the default shipping address on the customer account and verify the saved address itself.

I cannot see the customer in storefront ​

Check whether the customer is restricted, disabled, or missing the right user/account relationship.

I do not see all of the team members I expected ​

Check whether the customer has multiple users and whether the account manager or user-manager permissions are enabled.

The account manager is not receiving order emails ​

Check that the customer has an assigned account manager, that order emails are enabled, and that at least one CC preference is enabled (customer-level or user-level).

Sources ​

  • packages/framework/src/Http/Controllers/Api/Admin/CustomerAddressesController.php
  • packages/framework/src/Http/Controllers/Api/Storefront/CustomersController.php
  • packages/storefront/routes/web.php
  • packages/storefront/src/Livewire/Storefront/MyAccount/Profile/Page.php
  • packages/storefront/src/Livewire/Storefront/MyAccount/Addresses/Page.php
  • packages/storefront/src/Livewire/Storefront/MyAccount/Team/Page.php
  • packages/storefront/src/Livewire/Storefront/MyAccount/Team/Table/Row.php
  • packages/framework/src/Http/Controllers/Api/Storefront/CustomerAddressesController.php
  • packages/framework/src/Models/Customer.php
  • packages/framework/src/Actions/Customer/GetCustomerCcEmails.php
  • packages/framework/src/Actions/Customer/CreateCustomer.php
  • packages/framework/src/Actions/Customer/DownloadExcelPricelist.php