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>CustomersGlobal Search to search for a Customer
Customer page features
🗒️ Note: Customers cannot be deleted, use Archive to remove a Customer from view.
Search Customers
Search by Customer name. Use search to create a view to add, edit and archive Customers.
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.
Show Archived Customers
Use the checkbox to show archived customers.
🗒️ Note: Customers can only be archived, and not deleted.
Add Customer
Button to select when adding new Customer.
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.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
View details of a Customer
Click on a Customer to view:
Order History (all orders made by a selected Customer)