1. CUSTOMERS
2. CUSTOMER GROUPS


1. CUSTOMERS


  • + New: Create a new customer.

  • : Search for customers.

  • : Filter customers.


  • Actions: Delete one or more selected customers.

  • : Select all or several customers.

  • Promotions: Opt-in to receive promotions or opt-out.

  • Photo: Customer's photo.

  • First Name: Customer's first name.

  • Last Name: Customer's last name.

  • Email: Customer's email address.

  • Date of Birth: Customer's date of birth.

  • Language: Customer's preferred language.

  • Addresses: Access the customer's addresses.

  • Balance: Customer's available balance.

  • Points: Customer's available points.

  • Group: Customer's group.

  • Gift Cards: Access the customer's gift cards.

  • : Edit the customer.

  • : Delete the customer.


CREATING A NEW CUSTOMER

1. Click + New:




  • Promotions: If you enable Notify about offers and news in preferences, you’ll see whether the customer has opted in or opted out of receiving them.

  • First Name: Enter the customer’s first name.

  • Last Name: Enter the customer’s last name.

  • Email: Enter the customer’s email address.

  • Date of Birth: Enter the customer’s date of birth.

  • Mobile: Enter the customer’s phone number.

  • Language: Choose the customer’s preferred language.

  • Points: Enter the customer’s points (you can leave it at 0).

  • Group: Select the customer’s group.

2. Click Save.


ADDING MULTIPLE ADDRESSES TO A CUSTOMER

It is possible to save multiple addresses for customers; this way, when they register, they can select them for future orders.

1. Access Addresses by clicking the .



2. Click + New and fill in the fields.



  • Address: Enter the customer’s address.

  • City: Enter the customer’s city.

  • Notes: Add notes.

3. Click Save.


2. CUSTOMER GROUPS

To add a discount to a customer group:

1. Click on + New:



  • Name: Enter the group name.

  • Discount: Enter the discount percentage.

2. Click on Save.

3. Go to CUSTOMERS and edit the customer to add the group.