CALL US NOW

0161 241 8744

Overview of the customer screen

print

Overview of the customer screen

This is an overview of the main customer screen which links to customer details, orders and accounts.

1. Click the My Customers button

1. Click the My Customers button

To access the customers view, click the My Customers button from the main menu.

2. Select the customer

2. Select the customer

Select the customer you wish to edit.You can also search for them from the search box as well as finding them by order ID (See 2.1).

2.1 Search for a customer

2.1  Search for a customer

You can search for customers by a number of different options by clicking on the search drop down field and then typing your query in the box.

The following criteria are currently available:

1. Name or part of the name

2. Email address

3. Postcode4. Order Number (This is the CCP assigned order number)

5. Invoice Number (This is the CCP assigned invoice number)

6. eBay User ID

7. Tracking Number (Courier tracking number either from a label produced by CCP or by a manual tracking code if you previously entered it against the order.)

8. Amazon Order ID

3. Customer Name

3. Customer Name

On the customer name area, you can have both a customer/company name and also a trading name if required.

4. Sales channel

4. Sales channel

The sales channel specifies which price list the customer has access to and which prices are applied.

A customer cannot have more than one sales channel

5 Extra Information

5 Extra Information

You can set the customer type as either Public, Retailer (if you do trade sales) or Agent if this customer acts as an agent on your behalf to look after sub-customers.

You can set which bank account is used as default for this customer.

You can also set an accounts ID which will be used if transactions are automatically fed into supported accounts packages.

6 Set payment terms

6 Set payment terms

Click the edit button to change payment terms. Payment terms are usually set when you add a customer.

7. Select the payment terms

7. Select the payment terms

Choose from one of the available payment terms. We can add more if the one you want isn’t there by default.

All customers created automatically by an external sales channel like Amazon or eBay will be created as “Full Payment before despatch”. If orders are placed against these customers, they cannot go into the dispatch queue without a payment for the order or a credit note/discount applied.

For customers who are offered credit terms your orders will go immediately into the dispatch queue.

8. Customer balance

8. Customer balance

Your customers current outstanding balance will be shown here.

9. Order from stock

9. Order from stock

You can place orders from your stock by clicking the order from stock button. See the tutorial called “order from stock in the customer screen”.

10 Pre-orders or future season orders

10 Pre-orders or future season orders

You can also use Cloud Commerce Pro to handle your future order. Create seasons from the seasons menu and assign products and prices for those seasons. You can then select the season here.

11. View the order details screen

11. View the order details screen

You can view the order detail screen by click on any order you require. On overview of the order and it’s current status is shown on the main customer screen.

The statuses are:

Allocated – Has stock allocated but not dispatched

Dispatched – The order has been dispatched

Unallocated – The order has been placed but no stock allocated to it

Cancelled – The order has been cancelled

12. Order detail screen

12. Order detail screen

You can see more information about an order here

1. Print History shows you all documents generated for this order

2. Prioritise allows you to make this order an urgent order in the dispatch queue

3. Add Tracking allows you to add tracking codes manaully that were created outside of CCP

4. Cancel Order, cancels the order

5. Order Triggers allows you to generate documents that have not been run

6. Print Invoice reprints a copy of the customer invoice

7. Create refund allows you to process a manual or automatic refund depending on the payment method

8. Enter returns allows you to create a return for one or more items on this order

9. + lets you add documents or images to be stored with the order

13. Add note

13. Add note

Click add note to add a manual note against a customer.

14 Enter note

14 Enter note

Enter a note as required. The note will be recorded against the logged in user.

15. Roll over note

15. Roll over note

In the customer screen you can roll over notes to see the full details.

16. Watch List

16. Watch List

The watch list allows you to add a highlighted note to stay with the customer no mater how many orders they place.

17. Enter your watch list note

17. Enter your watch list note

Enter the required watch list note, for example “This customer has returned several items complaining of damage so beware”.

18. Flashing note

18. Flashing note

The watch list note icon appears on the customer screen and pulses to attract attention.

There is also a notification in the dispatch queue.

19. Customer addresses

19. Customer addresses

Customers can have multiple addresses.

1. Admin address receives copies of everything

2. Billing address receives copies of invoices

3. Delivery address receives deliveries

They can all be the same or different as required.

20. View Accounts

20. View Accounts

Click the view accounts button to see full account details for this customer.You can also enter payments and create new manual invoices from this screen.See the Customers Accounts Screen tutorial for more details.

mautic is open source marketing automation