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Customers and Groups
Customers and Groups

Add customer details and create customer groups

Updated over 2 weeks ago

By default, the customer list shows all online and in-store customers from each store, ordered alphabetically by surname (A-Z).

Tap All groups to filter by a specific customer group. Search for a customer by name, email address, phone number and postcode. The Customer, Sales value, Orders, Points and Group columns are also sortable.

Tap the Group tab to view the customer group list. The list displays the customer groups and the number of customers assigned to each group. Search by group name.


Add a customer

To add a new customer, tap + Customer in the top right corner of the customer list view. Enter the customer’s details, including any optional notes, and choose whether to opt them into marketing communications and the loyalty program. You can also specify if the customer is international and/or part of a Customer Group. First name and surname are required fields.

For Saledock customers using price lists, you can assign a price list to an individual customer rather than creating one specifically for a customer group.

If you're adding a B2B customer, you have the option to include company information, such as:

  • Company Name

  • Website

  • VAT Number

  • Company Registration Number

  • EORI Number (for international customers)

  • Account Number

Tap Save to save the customer.

Once saved, you will be able to add addresses and additional contacts if needed.

Addresses

Select Add Address. Multiple addresses can be added per customer, you have the option to select whether these are shipping or billing addresses.

Additional Contacts

Multiple contacts may be assigned to one customer account, which can often be useful for B2B customer accounts.


View a customer

By tapping on the customer name, you can view:

  • Customer information

  • Additional addresses and contacts

  • Full sales history

  • Store credit balance

  • Loyalty points and history

  • On-account sales and limit

  • Items currently added to the customers basket and wishlist (online customer).

Tap Save to save any amendments or Delete to delete the customer. The customer will be deleted from the back office, POS devices and eCommerce site.

You can opt a customer into the loyalty scheme from the customer view in both the back office and the POS app. Points for each customer can be manually adjusted in the back office only.

To add or remove points, and to view loyalty point history, tap in the top right and select Loyalty.

Select Store credit to add and remove store credit and to view store credit history.

Select On-account sales to add and remove an account limit and to view on-account sales.

A link to each on-account sale is available in the list. You'll be able to view the PDF invoice from each sale in the back office.


Add a customer group

Tap Group in the top right of the group list view to add a new group. Create the customer group then tapSave to save the group.


View a customer group

Tap the customer group to view the group information and a list of customers associated with the group. TapSave to save any amendments orDelete to delete the group. Assigned customers will revert to the default customer group of None.

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