Customer management

Overview

Customers are created automatically from orders by phone number, and you can manage profiles, addresses, notes, tags and a blacklist flag.

Purpose

Keep a clean, de-duplicated customer list with the context your team needs.

Step-by-step guide

1. Open Customers to search and filter your list.
2. Open a profile to edit details, add notes and attach tags.
3. Use the blacklist toggle for problem customers.
4. Review lifetime value, order history and exchanges on the profile.

Common mistakes

• Creating duplicate customers by not searching the phone number first.
• Putting private context in public notes.

Best practices

• Search by phone before adding a new customer.
• Use tags (for example wholesale, VIP) to segment customers.

FAQ

How are duplicates avoided?

Orders match an existing customer by normalised phone number.

Where do customer stats come from?

Lifetime value and counts are recomputed from real orders and payments.