Customer Management

Manage Customers
Configure Customers

Find the Customer Management section in the admin>Customers>>Customer Management

Manage Customer

- Customer search form
- Customer list page
- Customer details page
- How to add a customer?
- How to delete a customer?
- How to assign a customer to a customer group?
- How to place an order as a customer?
- How to add a tractor to the Customer Profile?

Customer Search


Using these fields, we can filter the customer. The unique field to recognize customer is Email.

Customer list page

The main page shows all customers and leads created.


Customer details page

Click on any record from the customer list to get the full details of it. The customer details page contains all information needed to manage contact. The customer details page contains a few tabs:

Field Name
Required
Description

First Name

Yes

First name of the customer

Last Name

Yes

Last name of the customer

Email

Yes

Unique field to recognize customer

Password

No

Password of the account

Customer group

No

The group which customer belongs to. Based on the group assigned, the the permissions will vary.

Owner

No

If the leads account is a subaccount, this is the e-mail address of parent account (owner account)

Company Name

No

Company name of the customer

Primary Phone

Yes

Field for primary phone number

Secondary Phone

No

Field for primary secondary phone number

How did you hear about us

No

Drop down to select the source

Customer property information

No

Type of property the customer has

Signature

No

This is only for sales rep. not applicable for leads/customer (Used while replaying to the cases)

Two-factor authentication is enabled

No

Not applicable

Newsletter

No

To subscribe the newsletter for the customer

Active

No

Indicates if the customer is active or not

Orders

No

Lists the orders placed by/for the customer

Addresses

No

List of addresses assigned to that customer.

Reviews

No

Not used

Current cart and Wishlist

No

If a customer has an active shopping cart or Wishlist, it will be visible here

Personalized products

No

Not Applicable

Customer notes

No

Additional customer notes to keep communication with the customer

Activity log

No

Activity Log - contains all activities of administrators.

Message contact form - Enquiry through contact us form

Message Queue- Contains all the email notifications related to the customer

Out of stock subscriptions

No

The products for which the customer opted for in-stock notificatons

Credit application form

No

The submitted credit application form by the customer is available here to approve/deny by the reps.

Documents

No

Can attach additional documents, if customer management workflow requires it

Info kit requests

No

List of Info kit requests by the customer

Quotes

No

List of all send quotes

Merchandise returns

No

Contains all pending returns

Cases

No

Cases of the customer

Tractors

No

Tractors linked to the customer


Customer details page:



How to add a customer?

There are two ways of adding customers.

  1. Customers register in website. Mandatory fields are email, first name and last name and phone number
  2. Sales Rep will create customer in the admin panel. To add a customer pressAdd new button in the top-right corner of the window. You will see the empty form, fill the gaps and press save changes.Mandatory fields are first name, last name , email and phone number.

How to delete a customer?

There are two ways of deleting customers.

  1. Directly from the customer's list. Check all customers that you would like to remove and press the Delete selected button.
  2. If you want to delete a single account, you can do it also from the customer details page. Just press the Delete button in the top-right corner of the window.

How to assign customers to the customer group?

  1. Every customer can be assigned to specified customer groups. Based on the customer groups, roles and permissions will vary.
  2. To assign a customer group to a customer, go to the customer details page. Click in the field given for customer groups. Select the customer groups from the drop down.

How to place an order as a customer?

  1. Sales rep can also place orders on behalf of  customers. To do that, rep need to impersonate their session. Do it by pressing the Place order button at the top of the screen. Rep will be redirected to the main page of the store and logged in to their account. Add products to the cart, make an order and press the Logout button to return to the admin panel.

How to add tractor to the customer profile?

  1. When a customer orders a rake, the selected tractor will get linked to the customer profile automatically. The list of associated tractors of a customer will be available in the tractors section of the customer profile.
  2. If sales rep wants to link a tractor to the customer profile, use the Link Tractor button in the 'Tractors' section of the Customer profile.

Configure Customer

  1. Here we can configure the assignable customer groups to the customers.

In this setting, admin can assign only Ebay pricing, PSC pricing, Tax exempt customer groups to the customers.