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Create Your First Online Store with Drupal Commerce

From: Create Your First Online Store with Drupal Commerce

Video: Managing customer profiles

Usually when I wanted to show the purchasing process in this course, I just stayed logged in as the administrator, just because that's the fastest way. But there were a few times I did switch over to another browser, and show you what the process looks like to someone who's not logged in to the site. On completing the first order by a casual visitor, the store creates a customer profile for that person based on the e-mail address. That's so they can go back, log in under the new account name, and do such things as review the order. This video shows you a little more about how Drupal Commerce creates and manages customer profiles.

Managing customer profiles

Usually when I wanted to show the purchasing process in this course, I just stayed logged in as the administrator, just because that's the fastest way. But there were a few times I did switch over to another browser, and show you what the process looks like to someone who's not logged in to the site. On completing the first order by a casual visitor, the store creates a customer profile for that person based on the e-mail address. That's so they can go back, log in under the new account name, and do such things as review the order. This video shows you a little more about how Drupal Commerce creates and manages customer profiles.

We'll start by looking at the obvious stuff. Go up to Store, and Customer profiles. You'll notice that for each order, there is a Shipping information, and a Billing information, and that these profile IDs aren't related to users, or orders, or anything like that; they are their own thing. However, each one of these profiles is linked to a user. In this case, the admin for most of them, and then there's that one time when I ordered from somebody who was just visiting the site. That can be a little confusing, but the way I think about it is this. A user is a person, the customer profile is two snapshots of that person at the moment that he or she placed the order.

We'll talk more about users, and how they relate to customer profiles, in just a minute. Now, if we go in to edit any one of these customer profiles, we get a warning up here saying that the profile is referenced by an order. So if you change any field values, it'll actually create a clone. That relates back to what I was saying about this being a snapshot at a moment in time, but let's take a look at the orders instead. Go up to Store, and Orders. If we go in and edit the Shipping address, lets say, for any one of these orders, we can do that, and it's just fine.

Scroll down, and we see the Billing Information. This is one that we did before we had the Shipping module installed. If we make the changes here, it's okay, because it's not changing that snapshot of the user at that moment in time. The lesson here is to edit the address where it makes sense. If it's just to change the address on a single order, change it on the order itself. But anyway, let's get back to customer profiles. Go up to Store, and Customer profiles. Customer profiles are entities, just like nodes and products. We talked a little bit about entities in the video, Understanding products and other entities, but customers are a little different.

Because they're so central to Drupal Commerce's functioning, your control over what you can do with them is a little more constrained. However, like other entities, each customer profile is based on a template of sorts, which you see here under Profile Types. One thing you'll notice is you can't add a Profile Type. There is no link up here that says add, like there is for some kinds of entities. However, you can manage fields, and manage their display. The only thing that's in here by default is Address, but if you wanted, you could add something saying, for example, you must put in your age, or something else like that; any other information that you want to collect at the time that you collect billing information.

Let's take a look at that Address form. There are quite a lot of options on this page that are specific to addresses. For example, you could limit the countries that are available on this form. Since, we have none selected, that means that people can order from any country. You could add a default value, which by default, interestingly, is the United States, but you could remove that if you wanted, and then there's a few other things. We'll just leave it as it. So we've looked at Orders, and Customer profiles, but you might be asking, how does this relate to the people who are logged in to your site; your site's users? Well, the way we'll look at that is, once again, we'll look at our Customer profiles, and we see this User column.

Let's take a look at this one: customer@example.com. If we click it, we can go in and edit all sorts of things here; the password that they use to log in. If they turn out to be a problem customer, we can block them. That will not block them from buying, but it will block them from taking part in the site. We could also give them additional permissions. If, for example, we've known them for years, and they've turned into a good customer, and we want to increase the level of involvement they're allowed to have in the site. As we scroll up to the top, we can also look at the orders that they've placed, and we can click through and look at all the details of the order.

Now, if you're an experienced Drupal user, a lot of this part is old hat. Stores built in Drupal Commerce leverage Drupal's built-in user system. That's really good, because it means that you can integrate store activity with site activity really well. For example, you could create a site where people get credits for performing certain online tasks, and then buy things from the store using those credits, instead of money. Or you could do it the other way around; when somebody buys something, they get leveled up, for example, on the site. You could build a view to look at all of the users, or all customer profiles; all of this stuff in the normal way you do in Drupal, but those are advanced topics.

The important thing to know as you launch your store is that your customers are protected by the same high-security system that's in use on over a million Drupal Web sites

Show transcript

This video is part of

Image for Create Your First Online Store with Drupal Commerce
Create Your First Online Store with Drupal Commerce

35 video lessons · 11324 viewers

Tom Geller
Author

 
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  1. 16m 44s
    1. Welcome
      54s
    2. Previewing the finished project
      4m 10s
    3. Surveying the store-building process
      4m 29s
    4. Using the exercise files
      7m 11s
  2. 12m 12s
    1. Installing Drupal Commerce using Commerce Kickstart
      6m 5s
    2. Configuring your store's basic information
      6m 7s
  3. 31m 29s
    1. Accepting PayPal payments
      5m 9s
    2. Setting up individual products
      3m 17s
    3. Displaying products
      6m 30s
    4. Categorizing products
      5m 31s
    5. Adding simple taxes
      4m 39s
    6. Seeing your site from the customer's viewpoint
      3m 26s
    7. Processing orders
      2m 57s
  4. 17m 39s
    1. Understanding products and other entities
      3m 3s
    2. Understanding line items
      3m 16s
    3. Understanding rules
      5m 10s
    4. Integrating your store into a Drupal site
      6m 10s
  5. 29m 46s
    1. Adding product variations
      7m 2s
    2. Managing product variations
      3m 50s
    3. Importing simple products
      10m 11s
    4. Importing complicated products
      8m 43s
  6. 29m 52s
    1. Shipping products
      4m 50s
    2. Managing inventory
      4m 30s
    3. Managing orders
      5m 39s
    4. Managing customer profiles
      4m 55s
    5. Using Views to gain better oversight
      5m 0s
    6. Accepting other payment methods
      4m 58s
  7. 24m 52s
    1. Changing your store's look
      6m 24s
    2. Streamlining the checkout process
      5m 19s
    3. Launching your store
      13m 9s
  8. 29m 25s
    1. Offering product discounts
      8m 56s
    2. Gaining insight from Google Analytics
      5m 45s
    3. Making your site more visible to search engines (SEO)
      5m 52s
    4. Encouraging customer buzz
      8m 52s
  9. 56s
    1. Goodbye
      56s

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