Add New Customer

Adding a New Customer in Shopify (Step-by-Step SOP)

Follow the steps below to manually add a new customer to your Shopify store.

Step 1: Open Customers

• Log in to Shopify Admin
• Click Customers from the left sidebar

You will see the customer list with:

• Customer name
• Email / SMS subscription status
• Location
• Number of orders
• Total amount spent

Step 2: Click “Add Customer”

• On the top-right corner of the Customers page, click Add customer
• The New Customer form will open

Step 3: Enter Customer Details

In the Customer Overview section, enter:

• First name & Last name
• Language (keep English – Default unless required)
• Email ID (used for login, order updates, and notifications)
• Phone number (with country code, e.g., +91)

Step 4: Marketing Consent

• Tick Email marketing and/or SMS marketing only if the customer has explicitly given consent
• Do not enable marketing without customer permission (important for compliance)

Step 5: Add Address (Recommended)

• Under Default address, click Add address
• Enter:  
  • Full name
  • Address
  • City
  • State
  • PIN code
  • Country
  • Phone number
• Click Save

This address will be used as the default shipping and billing address.

Step 6: Tax Settings

• In Tax details, keep the default option Collect tax
• Change only if the customer is tax-exempt (special cases)

Step 7: Save Customer

• Click Save (top-right corner)

Result

✅ The customer is now added to your Shopify store and can be:

• Used during manual order creation
• Selected at checkout
• Included in marketing campaigns (if consent is given)