---
title: Managing Customers in the Partner Web
description: "  In the Partner Web, you can easily access and manage customer information. To find a specific store, use the “Search“ field or “Filter” -&gt; ”Apply” button and enter any of the following details: ID C"
---

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May 12, 2025

# Managing Customers in the Partner Web

In the Partner Web, you can easily access and manage customer information. To find a specific store, use the **“Search“** field or **“Filter” -\> ”Apply”** button and enter any of the following details: 

![](https://support.localexpress.io/hs-fs/hubfs/1-png-Jul-25-2024-05-57-59-4319-AM.png?width=670&height=538&name=1-png-Jul-25-2024-05-57-59-4319-AM.png)

- ID
- Customer Name
- Type
- Stores
- Master Store
- Email
- Phone Number
- Registered Date
- Last Login Date
- Last Order Date
- Order Quantity Range
- Spent Range
- Subscription

You can also customize the displayed columns according to your needs. List the columns according to their importance by moving them manually. The updated list will appear accordingly. 

![1-Jul-26-2024-12-15-30-0001-PM](https://support.localexpress.io/hs-fs/hubfs/1-Jul-26-2024-12-15-30-0001-PM.png?width=670&height=647&name=1-Jul-26-2024-12-15-30-0001-PM.png)

![2-4](https://support.localexpress.io/hs-fs/hubfs/2-4.png?width=670&height=634&name=2-4.png)

### **Customer Types**

### ![](https://support.localexpress.io/hs-fs/hubfs/3-png-Jul-25-2024-05-58-58-4125-AM.png?width=670&height=540&name=3-png-Jul-25-2024-05-58-58-4125-AM.png)

Customers are categorized into two groups: guest and registered.                                                        
1\. Guest customers place an order without signing up. All the information about the guest is collected during the first order at checkout. Guests can shop in the store if the store owner enables this feature. Through **Local Express Partner Web → Company → Settings** you can configure the checkout availability for guests on different device types.

![10](https://support.localexpress.io/hs-fs/hubfs/10.png?width=670&height=449&name=10.png)

- If you **Enable** the checkout, users on the web or mobile app can complete all the purchase steps: put the products in the cart and check out.
- The **Disabled - cart available** mode allows guests to see the prices and put the products in the cart, but they can’t go to the checkout without signing in.
- The **Disabled - cart unavailable** doesn’t allow guests to put products in the cart at all.
- The **Disabled - cart unavailable - hide prices** shows the products with the hidden prices.

Read the full[**“Company Settings“**](https://support.localexpress.io/en/knowledge-base/company-settings?hsLang=en) guide here.                                                                                            
2\. Registered customers place orders by signing up and providing detailed personal information. Registration can be completed via email or mobile phone. When registering by email, customers provide their first name, last name, and address. When registering by phone, personal information is required during checkout. The LE team can configure the signup strategy (both email and phone) according to your needs. Partners can also "Add customer" manually (read under the heading "**Adding a New Customer"**). 

### ![9](https://support.localexpress.io/hs-fs/hubfs/9.png?width=670&height=468&name=9.png) **Information Available for Both Registered and Guest Customers**  *General Orders Information:*

- Total Orders
- Total Spent to Date
- Average Order Value
- Last Order

*Orders Section:*

- Order
- Items
- Store
- Date
- Status
- Value

*Customer Information:*

- Full Name
- Email
- Phone Number

*Additional Information:*

- Point Balance - only for LOC SMS Loyalty integration
- Subscription - the user agrees to get exclusive offers, sales alerts, and more while signing up
- Membership ID - is available for a few loyalty integrations
- Allow Age-Limited Products - This option allows one to access and purchase products legally restricted to certain age groups, such as alcoholic beverages or tobacco.
- Master Store - the store where the customer initially registered
- Registered Date
- Last Login Date
- Last Activity Date

*Other Available Fields:*

- Birthday
- External ID
- Shopper Level
- Risk Level
- Notes
- Company Name
- Exempt from Taxes

### **Editing and Registering Customers**

You can easily edit a registered customer or register a guest customer. 

 ![1 (4)](https://support.localexpress.io/hs-fs/hubfs/1%20(4).png?width=670&height=506&name=1%20(4).png)

### **![3 (1)](https://support.localexpress.io/hs-fs/hubfs/3%20(1).png?width=670&height=490&name=3%20(1).png)**

### **Adding a New Customer**

### ![7 (2)](https://support.localexpress.io/hs-fs/hubfs/7%20(2).png?width=670&height=806&name=7%20(2).png)

Customers usually register on their own. But you can add a new customer if there is such a request and manually enter the necessary information to **“Add customer”** and click **“Save”**. The information required includes:

- First Name
- Last Name
- Email
- Phone Number
- Address

Managing customer information efficiently is crucial for providing personalized services and ensuring customer satisfaction. By utilizing the features in the Partner Web, you can easily filter, edit, and add customer details to meet your business needs.

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