Customers
Customers are who you fulfill items to.
Customers can have multiple locations, each with their own orders and fulfillment schedule.
Managing customers
In the “Customers” tab from the top navigation, you can view all your customers as needed, and add new ones.
Each customer has an action menu where you can edit or delete the customer.
Deleting a customer
Deleting a customer makes it unavailable for future order assignments, but the customer and it’s orders will still be visible in past fulfillment schedules. Any future items scheduled to be fulfilled to any of the customer’s locations will cease the day after deletion.
Customer Locations
Customer locations allow you to have separate orders for each of a customer’s many locations, while optionally targeting a single entity for invoicing.
By default, all customers have one location that can be renamed, but not deleted.
Managing customer locations
A customer’s page contains all of the options for administering it’s locations, and adding new ones.
When viewing a customer location, you’ll see the following areas:
Orders
This is where you can administer the location’s orders for a selected date range. It has actions for including a new item, and changing item quantities and prices for orders.
Item quantities and prices cascade into the future. In other words, when you set them, you are setting them for future orders as well.
To see a change log of all order assignments for an item, select “See all assignments” in the item row’s action menu.
Mutes
This is where you can administer mutes on the location’s orders. It has actions for adding a new mute, editing an existing mute, and deleting a mute.
About
This is where you can administer the location’s attributes, like it’s name.
If a customer has more than one location, there will be an action for deleting the location.
Deleting a customer location
Deleting a location makes it unavailable for future order assignments, but the location and it’s orders will still be visible in past fulfillment schedules. Any future items scheduled to be fulfilled to the location will cease the day after deletion.
Invoicing for customer locations
When creating an invoice for a customer, you will have the option of producing a separate invoice for each location, or combining all locations on the same invoice.
Import from Square
If you haven’t already, follow this guide to enable the system to download your Square store’s customers.
How to import customers
In the “Customers” tab from the top navigation, click “Import from Square”.
- Search your Square store’s customers by email address or phone number.
- Select the ones you want to import.
- Repeat the above steps until you’ve selected all the customers you want to import, then click “Import customers”.
- The result of the customers import will be shown.