The Customers section of the product lists all the customers who have bought from the store and left their details. These details are necessary to identify unique customers, whether they are active or inactive, and possibly include them on email campaigns.
View customer details
To view all customers:
Go to Settings on the home page.
Click Customers under General.
You can find filters in the product to select specific sets of customers:
All Customers: A cumulative list of customers who are active and inactive, as well as those obtained from CRM and synced with the product.
CRM customers: A list of customers created from integration with CRM .
Active customers: A list that provides details of customers who have purchased from the store at least once. These customers are marked with a green button left to their name.
Inactive customers: A list of customers who have had their portal accounts inactivated by store owners. This can be done to prevent fraudulent transactions. These customers are marked with a gray button.
Sort by allows customers to be sorted in ascending or descending order, based on their name or email address.
The Show list allows store owners to choose the number of entries of customer details to be displayed on a page.
Search bar will allow customers to be searched by name.
Select All allows selection of multiple customers from the list.
Delete will allow deletion of customers from the list.
To map a customer to a price list:
1.Select a customer for whom price list needs to be enabled.
2.Edit customer details using the edit button to the right of the customer name.
3.Customer details, such as salutation, company name, customer name, customer email address, and contact number, can be updated here.
4.The Price List and Remarks section has a Price List dropdown with the available price lists. Choose the price list that needs to be enabled for this particular customer.
5. Click Save.
Note:The Price List feature can only be updated for customers who have signed up with the store.