Viewing Managing Customers in Shopify (Step-by-Step SOP) This section explains how to view customer details, order history, and manage customer accounts in…
Operator's note
Most shopifyarticles you find online are written for a US merchant on Stripe. This one is written for an Indian D2C team — where COD still drives 50–70% of orders, UPI Intent settles in seconds, RTO eats margin in Tier 2/3 lanes, and Diwali pulls a quarter's revenue into a two-week window. If a step below references a payment gateway choice, the answer isn't universal: we pick by vendor response rate, not affiliation. Razorpay, PhonePe, Easebuzz and Cashfree Payments are listed alphabetically in our docs because the right one depends on your AOV, your COD ratio, and how fast the gateway's support team replies on a Sunday at 11pm.
This section explains how to view customer details, order history, and manage customer accounts in Shopify.
📌 Note: To learn how to add a new customer, refer to the Add New Customer SOP.
Log in to Shopify Admin
From the left sidebar, click Customers
You will see a list of all customers with the following details:
Customer name
Email / SMS subscription status
Location
Total number of orders
Total amount spent
Use the Search customers bar to find a customer using:
Name
Email ID
Phone number
Click on the customer name to open the full profile
After opening the customer profile, you will see a summary at the top showing:
Amount spent – Total value of all purchases
Orders – Total number of orders placed
Customer since – Date when the customer first placed an order
📌 Note:
The RFM score (Recency, Frequency, Monetary) appears only if customer segmentation, loyalty, or Shopify Audiences apps are installed.
In the Last order placed section, you can see:
Order number (example: #1158)
Payment status (Paid / Pending / Unpaid)
Fulfillment status (Fulfilled / Unfulfilled)
Order date and time
Sales channel (Online Store, Shop App, POS, etc.)
Products purchased with quantity
Total order value
Click View all orders to see the complete order history of that customer.
On the right-hand side of the customer profile, you will find:
Email address
Phone number
Default billing and shipping address
Marketing preferences:
Email subscription status
SMS subscription status
Click the More actions button (top-right corner of the customer profile) to manage the account.
Available actions include:
Disable customer account
Reset account password
Issue store credit
Merge duplicate customers
Request customer data
Erase personal data
Delete customer
Run Shopify Flow automation
View Flow automation history
These actions help you control customer access, resolve issues, and manage data compliance.
Do not delete customers unless absolutely required
Use Merge customers to avoid duplicate profiles
Check marketing consent before sending promotional messages
Use order history to provide better customer support
Common follow-ups
WhatsApp the support team at the link below. We reply within the hour during business hours (Mon–Fri 09:00–18:00 IST). If it's a payment-gateway or shipping issue mid-order, flag it as urgent and we move it to the top of the queue — a stuck checkout is a revenue leak, not a support ticket.
Generic Shopify docs are excellent for the global merchant. Indian ecommerce runs on different rails — UPI, COD, Shiprocket, GST invoicing, RTO mitigation by pincode — and most of that isn't in the official help centre. Our Knowledge Base is the SOP layer we wrote for our own ops team running 200+ stores; the shopify section is the part of that catalogue most relevant when you're working on what this article covers.
When the underlying tool changes — a Shopify checkout extension schema update, a payment-gateway API revision, a Shiprocket dashboard redesign, a COD app deprecation — the article changes that week, not the next quarter. If you spot something that no longer matches your screen, message us; the article gets re-recorded against the live admin within a day or two.
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Mon–Fri 09:00–18:00 IST
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