Customer Management
Build and manage your customer database for faster order creation and better relationships.
Viewing Customers
The Customers section shows all your customers in a searchable list.
Filter Options
Customer Type
Individual or Business
Status
Active, Inactive, Pending, Suspended
Search
Find by name, email, or phone
Customer Profile
Click any customer to see their full profile with three tabs:
Overview Tab
- - Contact information (name, email, phone, address)
- - Customer type and status
- - Notes
- - Applied discounts
Orders Tab
- - All orders from this customer
- - Total order count and lifetime value
- - Click any order to view details
Activity Tab
- - Timeline of interactions
- - Order history with dates
- - Status changes and notes
Adding a New Customer
1
Click Add Customer button
2
Fill in customer details:
- - First Name, Last Name (required)
- - Business Name (for business customers)
- - Email and Phone
- - Address
- - Notes
3
Click Save Customer
Customer Discounts
You can set up customer-specific discounts that are automatically applied when creating orders:
1
Open customer profile
2
Click Manage Discounts
3
Choose discount type
4
Set which products the discount applies to
5
Save changes
Discount Types
Percentage
e.g., 10% off all orders
Fixed Amount
e.g., $50 off each order
Tiered
Discounts based on order size
Note: Discounts are automatically applied when creating orders for this customer.