Whenever a customer places an order on your site, Modern Retail records their identity and saves it in our customer identity system. Your Epicor Eagle installation, and potentially your e-commerce platform, may also save customer identity, usually in the form of a customer ID number. In this article we'll talk about where you can see this ID number in the Admin Panel, and how you can change it.
Finding Customer Identity
Customer Identity numbers can be found in two places. The first is under the Customers tab in the Admin Panel.
Going to the All Customers page will show you a list of all your customers, sortable by name, customer ID, etc.
Clicking on the customer name for a given customer will open up a screen where you can edit their Epicor ID and see additional information regarding that customer.
Remember to save after making any changes!
You can also find customer IDs by viewing the Orders screen in the Admin Panel.
Click on the Order Number to open up a menu with more information about that order. You'll be able to see the shipping and billing addresses, the products purchased, and more. This is also where you can split line items, transfer orders, or cancel orders.
Click on Add ID or Account Information to see the same screen mentioned above, where you can edit the customer ID.
If you have any additional questions, please feel free to contact us with a support request in the Admin Panel.