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.

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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

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Step 2: Click “Add Customer”

• On the top-right corner of the Customers page, click Add customer

• The New Customer form will open

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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)

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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)

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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.

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Step 6: Tax Settings

• In Tax details, keep the default option Collect tax

• Change only if the customer is tax-exempt (special cases)

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Step 7: Save Customer

• Click Save (top-right corner)

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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)