Customers

Customers

Customers:

This section of the Customer Accounts module allows users to see all customers that belong to their store. The customers can be organized alphabetically by selecting the Name hyperlink that will rearrange customer names. At a glance, the user will see the customer name, address, description, auto comp % (the amount comped off of each order automatically), comps, orders, last visit, and customer since. These features allow stores to track and record the number of orders and comps given to a specific customer.

The customer since section displays how long the customer has been active in the system. The last visit displays the last time the customer was physically in the store to place an order. The printer icon under “Customers” also allows the user to print all customers if needed. They could also search the customer by name using the Search box as well. The customers that appear with a long series of numbers are usually gift card accounts that have been opened. If a customer name is selected, it opens to the Modify page where a user can edit a customers name, add relevant contact details, link their Facebook account, and show data for any gift cards purchased.

 


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