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At the top of the module, there are client statistics. To look for customers by name, use the search bar.

Down below, the customers' information will be spread into 6 different helpful Tabs (or views).

  • All Tabs: Will show the complete list of people who have bought your product.

  • Highest Value: Shows customers who have spent the most on your products.

  • Most Orders: This shows the customers that have made more orders.

  • Most Returned Units: This shows the customers who have returned most of their products.

  • Promo Codes: This shows the customers that have used a promo code and the amount of the discount they received.

  • Watchlist: To track individual buyers closely.

Below You'll find your customers with the following columns:

Seller account

Name

Address

ZIP code

State/province

Orders

Country

Units

City

Amount spent

Discount: The total amount of all discounts received by the customer

Promotion codes: Total number of promotional coupons applied by the customer

Negative feedbacks: Total number of negative feedbacks left by the customer

Returned units: Total number of units (products) returned by the customer

Date last order

How to add a customer to the watchlist:

  1. Search for the customer(s) you are interested in adding.

  2. Click on the eye icon to the left of the customer’s name.

  3. Once it turns black it will appear in the Watchlist tab.

Customers Manager module SOP-Watchlist

All 6 tabs have the same columns.

Customer Name: If you click on it, it will show:

ºAll the order(s) timeline and current status.

ºDetails: General personal and shipping data of that specific client.

ºOrder List Tab: Order details, products, and status.

ºIf you click on the Order ID, you can see the order Summary and a P&L.

Customers Manager module SOP-PL

Please Note: The Order List tab has a menu. If you click on the three dots, you can send an email directly to this customer.

Address

•ZIP code

•City

•State/Province

•Country

•Orders the customer made

•Units

•Amount spent

•Discount received

•Promotion codes, how many codes the customer has used.

•Number of negative feedbacks

•Number of returned units per customer

•Seller account

•Date of the last order

At the bottom of the page, you will see the total pages and the entries shown per page, along with the total based on how many you have enabled on the top, from 10 to 100.

On the right side, you will see the "Column Visibility" to select the data that you would like to hide or show to find the information quickly or set a default column view. Most of the columns are sortable and drag and drop. You can customize them to have a more organized view, which helps export the file.

Reset button: This will help you restore the default settings and columns of the table so that you do not need to click on each concept individually.

How to Export Customers CSV File

1. Click on the "Export" button.

2. Choose to export the current page or all pages.

3. A CSV file will be created for you and you will be notified once it is ready.

Customers Manager module SOP-Export CSV file

Send A Quick Email

1. Click on the three dots next to the order and "Send email to customer' will appear.

2. Click on "Send email to the customer" and you will be directed to your seller central account to the "Contact Buyer" page for that order.

3. Select a contact reason, complete the message, and click send.

Customers Manager module SOP-Send Email

Permissions

The Customers module can be shared with other users. To manage their permissions:

  1. Click on the 3 dots next to the module name "Customers".

  2. Click on "Permissions".

  3. Click on "Share Access".

  4. Write the name or email of the user you wish to give permissions to.

  5. Enable or disable the actions this user will be able to perform for your seller account(s).

  6. Click on "Share Access".

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