Operations — Edit customer info in Shopify

How to update a customer's contact info or shipping address in Shopify, and how to create a discount code.

Source: Coda KB p56.

Update customer contact (email, phone)

1. On the right side of the order, click the 3-dot menu beside Customer.
2. Select Edit contact information.
3. Update the email and / or phone.
4. Save.

Only do this with the customer’s explicit verbal or written consent.

Update shipping address

1. On the right side of the order, click the 3-dot menu beside Customer.
2. Select Edit shipping address.
3. Enter the new address. Save.

This works only before the order has been fulfilled. After fulfillment, the address is locked at the carrier.

Create a discount code

1. From the Customer info side panel of the order page, select Discounts.
2. Top right: click Create discount.
3. Pick Amount off order only (third option in the list).
4. Either enter a code yourself, or click Generate random code (blue button) — Shopify makes one.
5. Set the discount value. No more than 50% without Alex’s approval.
6. Scroll to Maximum discount uses:
   • Check both boxes.
   • Set the limit to 1.
7. Set activation and (importantly) deactivation dates if it’s a time-limited offer.
8. Review and Save.

When to create a discount code

Get Alex’s approval before creating any discount unless it falls into one of these pre-approved categories:

After creating

• Send the code to the customer with clear language about expiry and usage:

  Hi {customer_first_name},
  
  Your discount code is **{CODE}** — good for one use at checkout. {Add expiry note if applicable.}
  
  Best,
  {agent_name}
  Lucyd Customer Support

• Document the code creation in the Shopify order timeline.

See also: Fraud orders · User damage macro T-10