Search and manage customers

The Customers screen holds your entire wholesale buyer book: you search, filter, see who has an open cart, get into each one's orders and open their record to edit their commercial terms.

Step by step

1. In the side menu, go to Sales → Customers.
2. To find a specific one, type into the search box in the table's toolbar.
3. To narrow the list, use the selectors below each column header. They apply to your whole base, not just to what you see on screen.
4. To sort, click the column header. The arrow tells you whether it is low to high or the other way round.
5. To open a customer's record and edit their details or terms, click anywhere in their row.
6. To clear a filter, set it back to All. Selectors that have a value set stay highlighted, so you can see at a glance which are active.

The list loads 100 customers at a time and adds more as you scroll. At the top left there is a counter in N/M form: N is how many customers are left after the filters and M is the total in your base.

What the search box looks at

It looks at ten fields at once: email, legal name, tax ID, trade name, first name, last name, phone, mobile, fiscal address and the name of the assigned price list.

If you type several words, they all have to appear, even if in different fields. For example "perez rosario" finds customer Pérez whose address is in Rosario.

The customer number is not among the fields it searches, and it is not a column in the list either: that number appears as No. in the files the export generates.

What each row shows

The first column, Data, brings together everything that identifies the customer:

• The legal name and, below it, the trade name.
• The tax ID, with a green tick next to it if it has been validated against the registry.
• The contact's first and last name.
• The email, which is a link: clicking it opens your mail program.
• The fiscal address. If coordinates are on file, clicking opens Google Maps.
• The landline (opens the dialler) and the mobile (opens WhatsApp).

If the customer is blocked, the whole row turns red and the Blocked label appears.

The remaining columns are: Registration (the sign-up date), Cart and Date Cart, Orders, and then whichever depend on what you have configured: Classification, Discount, List, Payment Method, Shipping Method and Seller.

The yellow chip in the Cart column opens that customer's abandoned cart. The green chip under Orders opens their purchase history.

The filters, one by one

• Blocked: the selector in the first column, with the options All and Blocked. This is how you list whoever you took access away from.
• Cart: All / Yes / No. Who left a cart unclosed.
• Orders: All / Yes / No. Who has ever bought and who never has.
• Classification: by sector, or None for those with none assigned.
• Discount: All / Yes / No, according to whether they have their own fixed discount.
• List: by price list, or None.
• Payment Method and Shipping Method: by assigned method, or None.
• Seller: by seller, or None for the customers nobody is looking after.

The classification, discount, list, method and seller columns only appear if you use that feature. If you never loaded price lists, for example, you will see neither the List column nor its filter.

When there are registrations awaiting approval, a yellow N Clients to approve button also appears, filtering down to just the pending ones. You go back with Back to Approved.

The toolbar buttons

• Create customer: opens the manual entry form.
• Bulk change classification (tag icon): moves every customer from one classification to another in a single go. It appears if you have classifications loaded and you are not a seller.
• Export to Drive (cloud icon): sends your whole base to a Google Drive spreadsheet. It is the quick route to downloading the list of all your customers.
• The share icon opens the Export Customers screen, with advanced filters and three download formats. It only appears if your account has analytics enabled.

Changing the classification of many customers at once

1. First of all, classifications are created under Configuration → Customer Classifications.
2. In the list, tap the tag button in the toolbar.
3. Choose the Source classification and the Target classification.
4. The system shows you how many customers it will move before doing anything.
5. Confirm with Confirm change. The action cannot be undone.

It is for regrouping, not for tagging one at a time: it moves everybody in the source classification. To give a classification to one specific customer (marking them VIP, for instance), open their record and pick it in the Classification selector.

Importing many customers at once

You can, and it is documented in the article on creating customers. The route is Configuration → Tools → Import customers from file. It accepts CSV, xlsx and xls, up to 1000 customers per file, and it shows you a preview before creating anything. If you have just imported and do not see the new customers on this screen, refresh: the import runs in bulk and can take a few seconds depending on the volume.

If you cannot find it

• Your own email is not listed as a customer. That is correct. The list excludes the internal record the system creates when an administrator or a seller buys on behalf of another customer.
• You don't see the create button, or the bulk classification change. Sellers do not get the bulk change, and the create button depends on that seller's Can create customers permission.
• You are a seller and see fewer customers than you expected. A seller only sees their assigned book, and the counter reflects that.
• You don't see the share icon. The Export Customers screen requires analytics enabled on your account. The cloud icon is always there and also exports the base.
• There is no bulk deletion or blocking. Deleting a customer and blocking them are one-at-a-time actions, from the record. The only bulk change in the module is classification.
• Your list comes up empty. That is an active filter. The screen tells you so and offers a button to clear them all at once.

Tips

• The cart filter set to Yes, sorted by Date Cart, gives you the day's recovery list: go into the cart and send the reminder over WhatsApp from the row's mobile number.
• Combine Orders set to No with the Registration column sorted newest first: those are the recent registrations that never bought, candidates for a call from the seller.
• Before building a campaign, filter here and only then export: the list's filters and the export screen's filters are different and solve different things.