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
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Log in to Shopify Admin
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Click Customers from the left sidebar
You will see the customer list with:
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Customer name
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Email / SMS subscription status
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Location
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Number of orders
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Total amount spent
Step 2: Click “Add Customer”
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On the top-right corner of the Customers page, click Add customer
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The New Customer form will open
Step 3: Enter Customer Details
In the Customer Overview section, enter:
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First name & Last name
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Language (keep English – Default unless required)
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Email ID (used for login, order updates, and notifications)
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Phone number (with country code, e.g., +91)
Step 4: Marketing Consent
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Tick Email marketing and/or SMS marketing only if the customer has explicitly given consent
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Do not enable marketing without customer permission (important for compliance)
Step 5: Add Address (Recommended)
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Under Default address, click Add address
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Enter:
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Full name
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Address
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City
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State
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PIN code
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Country
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Phone number
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Click Save
This address will be used as the default shipping and billing address.
Step 6: Tax Settings
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In Tax details, keep the default option Collect tax
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Change only if the customer is tax-exempt (special cases)
Step 7: Save Customer
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Click Save (top-right corner)
Result
✅ The customer is now added to your Shopify store and can be:
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Used during manual order creation
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Selected at checkout
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Included in marketing campaigns (if consent is given)