Configuring / Creating Customer Profiles

Customer information is collected for orders on separate entities called customer profiles that are associated with the order through customer profile reference fields. By default the Billing information customer profile type just includes an address field, but it can be edited through the field interface to include any additional fields you require. These fields will automatically be visible on the related checkout pane for the customer profile.

Some modules define additional customer profile types, such as the Shipping information customer profile type defined in the Commerce Shipping module.

During a default checkout process, customers cannot reuse previously created customer profiles. A new customer profile will be saved each time, though modules like Commerce Addressbook seek to alleviate this problem with a nice UI. Customer profiles edited through the back-end UI may also result in duplicate customer profiles being saved to avoid the loss of data when a customer profile is edited that has been referenced by a previous order.

Adding and Editing a Customer Profile Field

We're going to do the following: Add a custom field to the Billing information customer profile type, such as phone number, and complete checkout with the new field. After completing checkout, go edit the newly created customer profile and save it to view the resulting message.

Navigate to Store

Customer Profiles are a top-level configuration option in your store. Use this screenshot to help you find it.

  • Administration
  • Store

Click Manage Fields

The first tab you will find yourself on is the "List" tab. That will show you all of the available customer profiles. If you click "Profile Types" in the upper right, you will see all of your profile types (similar to content types for nodes). If you have installed Shipping, that includes a new profile type. Click Manage Fields to add a phone number.

  • Administration
  • Store
  • Customer profiles
  • Profile Types

Add a Field

Just like any other Drupal interface, you can add any fields you would like to your customer profiles. For this example, we're just going to use the built-in text field, but you could add the phone field module and have access to phone number validation.

  • Administration
  • Store
  • Customer profiles
  • Profile Types

Checkout Example

Here on checkout you can see our address field which is a part of the default Commerce Kistart. Additionally, below that you now see the Phone number field we've added. Let's go ahead and checkout to get to the next step.

Edit Customer Profile

Here we are editing the customer profile. Normally this might need to be updated to account for a customer who needs to change their shipping address or other kinds of updates. Note that the original customer profile does not get lost, we simply clone a copy of the original and make the changes. We are doing this action to show you how this process works. Note that this means, by default, if you edit a customer profile it does not change the original order.

  • Administration
  • Store
  • Customer profiles
  • Edit Customer Profile

Cloned message.

This is the message you get after editing the customer profile.

  • Administration
  • Store
  • Customer profiles
  • Cloned message.

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