Customer Management

Customer Management gives you a complete view of all your customers, their order history, and tools to segment them for targeted marketing.

Viewing Customers

Step 1: Click Customers in the sidebar

Step 2: The customer list displays all registered customers

Step 3: Each row shows:

• Customer name
• Email
• Phone number
• Total orders
• Total spent

Searching for a Customer

Step 1: Click the search bar at the top

Step 2: Enter search criteria:

• Customer name
• Email address
• Phone number

Step 3: Results filter as you type

Step 4: Click a customer to view their profile

Viewing Customer Profile

Step 1: Click on any customer in the list

Step 2: The profile page shows:

• Contact information
• Delivery addresses
• Order history
• Loyalty points balance
• Customer notes

Step 3: View all past orders

Step 4: See customer preferences and dietary notes

Customer Data Overview

Customer Segments

Group customers for targeted marketing:

Step 1: Navigate to Segments section

Step 2: View existing segments

Creating a Segment

Step 1: Click Create Segment

Step 2: Enter segment details:

• Segment name
• Description

Step 3: Add filter criteria:

• Order count (e.g., more than 5 orders)
• Total spent (e.g., over €100)
• Last order date (e.g., within 30 days)
• Order frequency

Step 4: Preview matching customers

Step 5: Click Save Segment

Using Segments

Segments can be used for:

Importing Customers

Import existing customer data:

Step 1: Click Import button

Step 2: Download the CSV template

Step 3: Fill in customer data:

• Name (required)
• Email (required)
• Phone
• Address
• Notes

Step 4: Upload completed CSV file

Step 5: Map columns to fields

Step 6: Review import preview

Step 7: Click Import Customers

Step 8: Review import results

Exporting Customers

Step 1: Apply any desired filters

Step 2: Click Export button

Step 3: Choose format (CSV or Excel)

Step 4: Download the file

Customer Notes

Add notes to customer profiles:

Step 1: Open customer profile

Step 2: Find the Notes section

Step 3: Click Add Note

Step 4: Enter note text (e.g., "VIP customer", "Allergic to nuts")

Step 5: Click Save

Notes are visible when processing orders from this customer.

Loyalty Points

View and manage customer loyalty:

Step 1: Open customer profile

Step 2: See current points balance

Step 3: View points history:

• Points earned per order
• Points redeemed
• Bonus points awarded

Step 4: Manually adjust points if needed:

• Add bonus points
• Correct errors

Best Practices

Managing customer data:

• Keep contact info up to date
• Note special requirements
• Track VIP customers

Using segments:

• Create segments for marketing campaigns
• Segment inactive customers for re-engagement
• Identify top customers for VIP treatment

Customer service:

• Check order history before handling complaints
• Note resolutions in customer profile
• Track recurring issues