Manage Comics 2 Help

Manage Comics 2 Help

Customer Management

Customer Detail View

The single screen with everything about one customer — header info, active subs, pre-orders, inactive history, and the customer notes that drive your bagging and routing rules. Applies to Ordo & Oryx.

Last updated on 06 May, 2026

The Customer Detail view is the single screen that contains everything about one customer: their header info, their active subscriptions, their pending pre-orders, and their inactive history.

Any time you're handling a specific customer's request — a pull list change, a note about bagging preferences, a disable — you're spending time here.

What You See

The detail view splits into sections:

  1. Customer header — name, email, phone, custom Subscriber ID, discount, shipping type, notes.

  2. Active Subscriptions — currently active series subs. For each, you can edit (cover, start date, quantity, Final Pull), delete immediately, or mark as a Final Pull.

  3. Pre-Orders — currently active and unfulfilled pre-orders.

  4. Inactive Subscriptions — subs that have ended, either by you, by the customer, or because the series has gone inactive.

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Action Buttons

  • Search — searches within this customer's own subs and pre-orders.

  • Disable Subscriber — deactivates the customer and prevents them from signing up again with the same account.

  • Add Item — opens the subscription/pre-order search so you can add new items.

Customer Notes

Special instructions for this customer live here. Common notes include:

  • "Bag and board all issues"

  • "Add any Batman to their pull automatically"

  • "Holds until end of month, bills monthly"

Ordo: notes sync to Shopify and appear under Metafields → Manage Comics Notes on the customer's Shopify record. They appear in the Manage Comics customer view immediately after the pre-ordered items.

Editable Fields — Oryx Enhancements

Oryx's customer detail view adds a few fields Ordo doesn't have directly (because Ordo pulls them from Shopify):

  • Direct edit of first name, last name, email, phone.

  • Location assignment (multi-location Oryx shops).

  • Publisher and product-type filters when searching for items to add.

  • A Covers Only toggle to restrict search to A covers.

  • Include Past FOC toggle to search older series.

Editing a Subscription Inline

For any line in Active Subscriptions, click the edit icon to:

Troubleshooting

  • Can't find a specific comic title when searching to add. Try the A Covers Only filter and enable Include Past FOC for older series.

  • Customer exports missing info. In Oryx multi-location, verify you're exporting from the correct location filter.

  • Edit Customer modal won't open. Ensure you're clicking Edit Customer on the customer's individual row, not just the name.


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