A customer's page shows everything about one customer, sorted into five tabs. Open it before you call a customer or answer a complaint.
In Customers, press the eye button at the end of the customer's row. The page opens with the customer's name as its title. Under the name are five tabs: Overview, Orders, Loyalty, Reviews and Refunds.
The page opens on Overview. The first card shows the customer's email, phone and Joined date, and whether the account is Active.
Further down Overview, Order Statistics shows Total Orders, Total Spent, Avg. Order Value and First Order, with the Last Order date under it. Status Breakdown counts the customer's orders by status.
Press the Orders tab. Each row shows an order's number, branch, status, payment, source, type, amount and date. The tab shows 10 orders per page: when there are more, move to the next page under the table.
Press the Loyalty tab. The Loyalty Points card shows the Current Balance, Total Earned, Total Redeemed and Tier. With Cashback, the card is called Loyalty Credit and shows amounts. The history is under the card, 10 lines per page. To give or take away points, press Adjust Points, or Adjust Credit with Cashback. The button shows when your role has permission to adjust loyalty points. If you see No loyalty data, set up a loyalty program first.
Press the Reviews tab. The card title counts the customer's reviews. Each review shows its stars, its text, Approved or Pending and the date, with your reply after Reply: if you wrote one. The tab shows 10 reviews per page. With no reviews, you see No reviews.
Press the Refunds tab. Total Refunded shows next to the title, and the table lists each refund with its Amount, Method, Status, Notes and Date, 10 per page. With no refunds, you see No refunds.
You know what this customer bought, what they wrote and what was refunded to them, and you can correct their loyalty balance, without leaving their page.
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