This section describes how you can use Profiles to capture and store information about your customers. In a default Drupal Commerce installation, the Customer profile type is provided for you. You can customize this Customer profile type to suit your needs and/or create additional profile types.
Access the administrative page for the Customer profile type and any others you create at
By default, profiles do not have any visible/editable fields; however, the Customer profile type includes an Address field. Each Customer profile has a single address. You can customize the Address field that's used by the Customer profile at
/admin/config/people/profile-types/manage/customer/fields/profile.customer.address. If the Commerce Tax module is installed, a "Tax number" field will also be added to the Customer profile type.
You can add custom fields to a profile using its Manage fields administrative page. As an example, let's add a Contact phone field to our Customer profile type.
/admin/modules. (Alternatively, you could just use a text field.)
Next, you can use the Manage form display and Manage display administration pages for the profile to customize how the new field appears on data entry forms and in a customer's Address book. In the "Custom display settings", there are two additional form modes, Billing and Shipping, that can be enabled. If enabled, these form modes will be used whenever profile data entry forms are rendered during checkout and on the order admin edit page.
The customer profile should contain all the billing information needed to process an order. If you have physical products and use the Commerce shipping module, then customer profiles can also be used for the shipping information associated with orders. For simpler commerce sites, especially those that are B2C, the address field may be all you need for the customer profile. For additional information, you could create a separate profile type to manage information about your customer like name and phone number. With this architecture, your customers would only enter need to enter their contact information once, for that separate profile type. In contrast, if you added the contact name and phone number fields to the customer profile, your customers would need to repeatedly enter that information for every billing and shipping address added.
For other commerce sites, your customers may actually be purchasing agents who order on behalf of a number of end users. In that case, you might need a set of additional fields associated with each billing and shipping address, such as contact email, contact name, contact phone, a note field, reference to a customer organization, reference to an assigned sales representative, etc. So, you would add each of these fields to your customer profile type. Your customers would have the flexiblity to enter completely different sets of data for each of their customer profiles. Ultimately, you'll need to decide what information needs to be captured on a per-order basis vs. what customer information you need apart from that billing- and shipping-specific data.
To create a new profile type:
This is the name of the profile type. Change the label to change how it's displayed to customers.
The description field is only used for administrative purposes. It is displayed in the Profile types listing at
/admin/config/people/profiles. If your store will have many different profile types, entering a description for each can be helpful for profile management.
By default, the Customer profile type is included in the user registration form. If this option is enabled for a profile type, then its data entry form will be embedded at the end of the new user registration form. In this example, Contact phone has been added to the Customer profile profile type, so it also appears on the registration form.
This option is enabled for the Customer profile type, to allow customers to create and save multiple addresses in their Address book . If a user should only have a single set of data for a profile type, leave this option unselected. For example, if you create a Contact information profile type, you may want to have only one set of contact information per user.
By default, there are no roles selected for the Customer profile type, which means that all users can have this profile type. If you allow customers to check out anonymously (i.e., "guest checkout"), then you need to allow all users to have customer profiles. Every order requires a customer profile for its billing information field. For other profile types, you may want to limit their usage to only certain, selected roles.
Profiles are revisionable. Select this option to force a profile entity to be saved as a new revision whenever the profile is updated. This setting is normally not necessary for profiles used by Drupal Commerce since copies of profiles are saved to individual orders.
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