Customer Profile Overview
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- The customer's general information is displayed on the upper left side of the screen.
- You can activate the map from the upper left side of the screen.
- The middle upper portion of the screen displays the customer's star rating, which is based on the total # of orders
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- The right side of the screen displays how many orders the customer has placed.
- How long the customer has been in the system.
- How much the customer has spent total. You can click on the "more" icon and view more stats on the customer's previous orders and totals.
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The blocks in the middle of the screen display addition information pertaining to the customer
- Notes: Notes for the customer are displayed here.
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- To add a notes click on the + on the right, a new popup will appear. Type the notes and click save. You can also add an alert to display when you bring up the customer profile. For example: Customer is allergic to onions.
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- Available Offers: If the customer is a loyalty customer or part of a rewards program, any available offers will display here. Also, any customer credit offers will appear here.
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- Last Orders: A list of the last items the customer ordered is displayed here. You can click on the arrows to navigate to a previous order. Click on individual items to reorder them, or click on "Reorder All" to add everything displayed in the box to the customer's current order.
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- Loyalty Info: If your customer is part of the loyalty program; their loyalty information will display here.
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- Customer Groups: If you have customer groups setup in configuration-customers, any groups that the customer belongs to will be highlighted. You can edit the customer to assign them to a group.
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- Authorized Order Types: This shows what types of orders this particular customer can place.
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- User Fields: In configuration-customers, you can set up additional fields to track additional information. If you have set up user fields it will display here.
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- More Info: This box displays a few extra fields that are not normally on the customer profile but can be added. Such as the customer's birthday and drivers license.
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All information can be edited by clicking on the pencil icon.
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When you are done editing click Save.
For more articles and videos on the customer screen and profile functions click here.