Customer Management
Customer Management
Keep track of customers and their orders using one simple search bar
Keep track of customers and their orders using one simple search bar
Sections
At a Glance
At a Glance
At a Glance
Use the universal search bar to find or add customers, view their information, and see current and past orders. You can search by phone number, first or last name, or email address. You can also look up orders or heat seals directly.
Use the universal search bar to find or add customers, view their information, and see current and past orders. You can search by phone number, first or last name, or email address. You can also look up orders or heat seals directly.
Searching for a Customer or Order
Searching for a Customer or Order
Click the search bar at the top.
Type a phone number, name, or email address.
If you see the customer, click their name to open their Customer Information screen.
If nothing appears, click “Add New Customer” to create a customer record. The name you typed will automatically fill the Last Name field.
To search for orders or heat seals, type the order number or heat seal code and select the result.
Click the search bar at the top.
Type a phone number, name, or email address.
If you see the customer, click their name to open their Customer Information screen.
If nothing appears, click “Add New Customer” to create a customer record. The name you typed will automatically fill the Last Name field.
To search for orders or heat seals, type the order number or heat seal code and select the result.
Searching for a Customer or Order
Click the search bar at the top.
Type a phone number, name, or email address.
If you see the customer, click their name to open their Customer Information screen.
If nothing appears, click “Add New Customer” to create a customer record. The name you typed will automatically fill the Last Name field.
To search for orders or heat seals, type the order number or heat seal code and select the result.
'ASK ANYTHING' SHORTCUT
'ASK ANYTHING' SHORTCUT
Searching for Customer Details with 'Ask Anything'
Searching for Customer Details with 'Ask Anything'
Click on "Ask Anything" on the top bar in the home page.
Use it to get past order history.
Example prompt: "Tell me about past orders for customer X (phone: 123‑456‑7890) from January 1 to March 31."Hit Ask to submit your question. You can refine the question or ask a follow-up also.
Note: Ask Anything is in beta, it can make mistakes.
Click on "Ask Anything" on the top bar in the home page.
Use it to get past order history.
Example prompt: "Tell me about past orders for customer X (phone: 123‑456‑7890) from January 1 to March 31."Hit Ask to submit your question. You can refine the question or ask a follow-up also.
Note: Ask Anything is in beta, it can make mistakes.
'ASK ANYTHING' SHORTCUT
Searching for Customer Details with 'Ask Anything'
Click on "Ask Anything" on the top bar in the home page.
Use it to get past order history.
Example prompt: "Tell me about past orders for customer X (phone: 123‑456‑7890) from January 1 to March 31."Hit Ask to submit your question. You can refine the question or ask a follow-up also.
Note: Ask Anything is in beta, it can make mistakes.
Adding a Customer
Adding a Customer
Search for the customer in the search bar.
When no match appears, click “Add New.”
Fill in additional fields: group, account type, price table, discounts, and preferences.
Click “Save.”
Search for the customer in the search bar.
When no match appears, click “Add New.”
Fill in additional fields: group, account type, price table, discounts, and preferences.
Click “Save.”
Adding a Customer
Search for the customer in the search bar.
When no match appears, click “Add New.”
Fill in additional fields: group, account type, price table, discounts, and preferences.
Click “Save.”
View/Add Customer Information
View/Add Customer Information
This screen shows all details about a customer:
General : Contact details (addresses, phone numbers, email) ; Customer group and price tables
Payment Info : Payment method: cash, charge, auto bill ; Store credit, tax settings.
Business account type: none, hotel, account owner.
Markdown percentage, account hold, credit card infoPreferences : Custom notes (these appear on internal copies of orders)
Current store credits and auto email options and content.
Click "Save" to save any new customer information.
This screen shows all details about a customer:
General : Contact details (addresses, phone numbers, email) ; Customer group and price tables
Payment Info : Payment method: cash, charge, auto bill ; Store credit, tax settings.
Business account type: none, hotel, account owner.
Markdown percentage, account hold, credit card infoPreferences : Custom notes (these appear on internal copies of orders)
Current store credits and auto email options and content.
Click "Save" to save any new customer information.
View/Add Customer Information
This screen shows all details about a customer:
General : Contact details (addresses, phone numbers, email) ; Customer group and price tables
Payment Info : Payment method: cash, charge, auto bill ; Store credit, tax settings.
Business account type: none, hotel, account owner.
Markdown percentage, account hold, credit card infoPreferences : Custom notes (these appear on internal copies of orders)
Current store credits and auto email options and content.
Click "Save" to save any new customer information.
Editing a Customer Information
Editing a Customer Information
Search and select the customer.
Click “Edit.”
Change any details you need.
Click “Save.”
Search and select the customer.
Click “Edit.”
Change any details you need.
Click “Save.”
Editing a Customer Information
Search and select the customer.
Click “Edit.”
Change any details you need.
Click “Save.”
Deleting a Customer
Deleting a Customer
Before you delete:
Make sure the customer has no open orders in inventory.
Confirm any charge account balance is zero.
Verify you have the privilege to delete customers.
Before you delete:
Make sure the customer has no open orders in inventory.
Confirm any charge account balance is zero.
Verify you have the privilege to delete customers.
Deleting a Customer
Before you delete:
Make sure the customer has no open orders in inventory.
Confirm any charge account balance is zero.
Verify you have the privilege to delete customers.
Navigate To
Navigate To
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