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5. Customers & pricing

Customer list

Customers → Customers - every account, searchable by email or company name. Column headers sort: Joined, Last order, Total spent.

Click a row to open the customer profile.

The customer profile

Four panels:

1. Identity

  • Email, name, phone, company.
  • Organization number + VAT number (autofilled from Bolagsverket / NO / DK / FI registry during signup).
  • Sign-up region - the market they're locked to. Can't be changed except by a developer.
  • Professions (doctor / skin therapist / nurse / dentist / clinic owner) - multi-select tag they self-declared at signup. Drives segmentation in mass-email campaigns.
  • Marketing opt-in - whether they agreed to receive promotional emails. We respect this on every mass email.

2. Perks (admin-managed)

  • Free event tokens - debits when they register for a paid event using a token. Use +/− buttons to grant/revoke.
  • Membership tier - e.g. Partner, Platinum. Tier-specific pricing rules live in the tier definition.
  • Developer flag - devs can switch region in the storefront and see things normal customers can't. Don't enable for real customers.

3. Activity

  • Recent orders (with click-through).
  • Recent invoices.
  • Recent product views (last 30d, from the analytics beacon).
  • Customer notes - freeform internal notes (only admins see these).

4. Internal price list (per-variant overrides)

For B2B partners with negotiated pricing:

  1. Pricing tab in the customer profile.
  2. Add override: search variants, pick one, enter the customer's special price (öre, in any currency).
  3. Add a note (e.g. "Q1 2026 contract").
  4. Save.

When this customer adds the variant to their cart, the override price wins over the regional list price. The cart shows the override clearly ("Your contract price: X SEK").

Membership tiers

Customers → Membership tiers - list of tiers, with their default discount and any perks. Out of the box we seeded:

Tier Notes
Partner Default tier for verified B2B partners.
Platinum Top-tier partners. Higher default discount.

You can edit existing tiers (rename, change discount %) or add new ones. Tier discounts stack with other promotions unless you mark them exclusive.

Notes

Click Add note in the customer profile to leave an internal note (e.g. "Called 26 May, refunded SKU XYZ"). Notes are timestamped and attributed to the admin who wrote them. Only visible to admins.

Invoice eligibility

A customer can pay by invoice only if both conditions hold:

  1. Their invoice_enabled flag is ON (toggle in customer profile → Perks).
  2. Their cart total exceeds the shop-wide invoice threshold (Settings → Settings → Invoice threshold).

If either fails, the storefront hides the "Pay by invoice" radio button in checkout - they only see card payment.

Free event tokens

A token lets a customer register for a paid event for free. Granted by admins (e.g. as part of a partner deal):

  1. Open customer profile → Perks → adjust Free event tokens.
  2. Save.

When the customer registers for an event, the storefront shows a "Use free token (X remaining)" button. Clicking it debits their balance and sets the registration to paid.

Tokens are non-transferable and don't expire (unless we add that later).

Newsletter subscribers

People who signed up for the newsletter without creating a full account. Customers → Newsletter lists them with email + signed-up date.

To send them an email, use Mass email with the "newsletter subscribers" audience - see the next chapter.

Common gotchas

  • Email changes: customers can update their own email from their account page on the storefront. We don't restrict that. If a duplicate is created accidentally, ask the dev team to merge.
  • Region lock is real: once a customer signs up under SE, they're locked. To genuinely move them to NO, ask the dev team - there's no UI for it (deliberate, to prevent admin foot-guns).
  • Deleting a customer: don't. We tombstone the email instead (set to deleted-<id>@example.test) to preserve order history.