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CUSTOMER MANAGEMENT
In this tutorial we teach you how to manage your customers. Register, add several locations and their managers, schedules and much more.
FAQ
The answers you need!
From the platform, in the clients section, you can manage the list of all your clients.
Entering one of them, you will be able to see all the information and also send messages through the chat.
You will have access to the individual sales graph on that client. You can assign a period from "X" to "X" date to see the purchases of this client.
From the client edition, through the “modify” button you can:
Assign or remove a discount to a customer "x"
Change your customer's payment method (on delivery, credit, SEPA form - only Europe-)
Change the Delinquency status: Without incidents, debtor, Delinquent and Do not sell. In the case of assigning a “Do not sell” status to a client, he will be able to access your catalog, but when ordering, he will get a notice that he cannot perform the action and must contact the supplier to solve said action. .
How manage clients on the platform?
From the app, you must enter the "My clients" section in the left menu.
Once there, you must touch on the client you want to see.
Entering, you will be able to see all the information and also send messages through the chat. In turn, you have a button with the option to make a call to that client.
You have access to the individual sales graph. You can assign a period from "X" to "X" date to see the purchases within that period.
You can also:
Assign or remove a discount.
Change the payment method (on delivery, credit, SEPA form - only Europe-)
Change the Delinquency status: Without incidents, debtor, Delinquent and Do not sell. In the case of assigning a “Do not sell” status to a client, they will be able to access your catalog, but when ordering, they will get a notice that they cannot perform the action and they must contact you to solve said action.
How to manage clients in the app?
From the platform, in the clients section, you can manage the list of all your clients.
From the client edition, through the “modify” button you can access the “default” option. You have to assign the status "Do not sell", it will be able to access your catalog, but when ordering, you will get a notice that you cannot perform the action and you must contact to solve said action.
From the app, you must enter the "My clients" section in the left menu.
Once there, you will have to tap on the client you want to see and then slide down to reach the delinquency button. You have to assign the status "Do not sell", it will be able to access your catalog, but when ordering, you will get a notice that you cannot perform the action and you must contact to solve said action.
How to block a client so that he cannot place orders with me?
Currently only the option to delete a client from the platform is available. You must click on the “trash can” button