Customers are the individuals or businesses who place orders on your Online channels or on whose behalf you place orders in POS, B2B, and Custom channels.
Main Menu -> Customers -> Customer Details
Customers can have the following details stored:
Type (consumer or business)
Basic details like Name, Company Name, and Tax ID (in case the customer type is Business)
Customer Group, which can also decide price overrides for the customer
Contact details: A customer will have one default contact and can also have additional contacts
Addresses: Addresses contain the billing and shipping address of the customer. Additional addresses can also be stored
Store Credits: Store credits accumulated by the customer
On Account Balances: Value of unpaid invoices against a customer
Customer Orders & order items: All the orders the customer has placed thus far on all channels. You can toggle it on or off.
Creating a customer
Main Menu -> Customers -> Add New Customer
Select the customer type – Consumer or Business.
Enter all the customer details, step-by-step.
Add any other additional information in notes or custom fields.
Click on Save.
Customer groups allow you to classify your customers for two key purposes:
To classify customers based on analytics
To have differential pricing by mapping a specific price list to a customer group
Creating Customer Groups
Main Menu -> Customers -> Customer Groups -> Create Customer Group
Name the group and assign a code
Add a Price list override (optional) – if you want to sell at a special price for members of a group (POS, Custom, and B2B Channels only).
Bulk Upload of Customers
Learn more about uploading customers from this link.