Customer overview
The Customers page displays a list of your Customers (in alphabetical order), their last order date, the total number of orders, and the option to Archive.
Locating this section in app:
Sales > Customers
Global Search to search for a Customer
Customer page features
Use search to create a view to add, edit and archive Customers.
🗒️ Note: Customers cannot be deleted, use Archive to remove a Customer from view.
Search Customers
Search by Customer name
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.
View/show Archived Customers
Use the checkbox to show archived customers.
🗒️ Note: Customers can only be archived, and not deleted.
Add New Customers
Sort
Sort columns by Customer, Last Order and Total Orders in ascending or descending order.
Archive
Archive a customer via the kebab/other options menu to the right of the company name.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
View details of a Customer
Click on a Customer to view the Order History (all orders made by a selected Customer), Billing address, Delivery addresses, Contacts and Settings.