This is a guide to the Customer Page in Applaince.io
The Customer Account Page in Appliance.io provides an interface for managing customer records efficiently. This guide offers an overview of the essential features and functionalities to help users understand and navigate the page.
Accessing the Customer Account Page
Navigate to the Customers Tab from the home bar at the top of the page. This page offers two main sections for managing different types of customers:
Individual Customers Tab: Displays records and data for individual customers.
Company Customers Tab: Lists only corporate or business customers.
Both sections include tools to filter and search for customer data efficiently.
Search and Filter Tools
Search Bar: Use this to find specific customer records by entering names, model numbers, or email addresses.
Filters:
Customer Type: Narrow results to show either individual or business customers.
Source and Stage: Filter customers based on where they were acquired or their current interaction stage.
How You Found Us: Track the lead source or referral for better analysis.
These tools allow quick access to specific records, improving customer management and insights.
Selecting a customer will open the customer details page.
Customer Details Page
Clicking a customer from the list takes you to their Customer Details Page, which contains all relevant customer information:
Billing and Delivery Information
Displays the customer's billing and delivery addresses, along with contact details. This ensures all relevant information is readily available when processing orders or deliveries.
Changelog: Click to view the history of changes made to the customer’s account. This feature helps track updates and maintain data integrity.
Action Buttons
New Quote: Start a quote for the selected customer.
Edit Customer: Make changes to the customer’s information.
Archive: Archive the customer’s account if it is no longer active or required.
Store Credit Management
The Store Credit tile displays any available credits in the customer’s account.
Accessing Store Credit History: Click the tile to open the complete credit history. This feature allows users to track all credit transactions for the customer.
Clicking the tile will open the entire account credit history.
Editing Store Credit: If necessary, corrections can be made by selecting the specific credit entry.
For customers with a credit line, the Used Credit Line section shows the following:
Credit Usage Overview: This section displays how much of the customer’s credit line has been used, represented as a percentage of the total limit.
Terms Management: Set or modify the terms for repayment (e.g., NET 30, NET 60).
Editing Credit Limit: Users can adjust the credit limit if needed by clicking the Edit option.
Quote History: Lists outstanding or active quotes associated with the customer, including:
Quote Number and Salesperson: View the responsible salesperson for each quote.
Quote Total: Total amount of the quote.
Expired quotes are not automatically deleted and can be referenced for follow-ups or reactivation.
Order History: Displays all orders placed by the customer and includes:
Lifetime Value: Total value of all purchases made by the customer.
Delivery Status & Paid Status: Monitor delivery progress and payment status.
Add to Job: Use this feature to assign orders to specific jobs for better tracking. If needed, create a new job through the same interface.
Home Visit Records: This section logs all home visits related to the customer, such as installations or services.
View the completion date, associated order number, and model details for each visit.
Clicking View Details provides more specific information, including:
Delivery method and status (e.g., In-Transit, Completed).
Model number and serial details (if applicable).
Archiving Process: Use the Archive button to remove inactive or duplicate customer records. A confirmation popup will appear to prevent accidental archiving.
If a customer has active orders, you will receive a warning and cannot proceed without closing the orders.
For assistance merging duplicate records, contact Appliance.io support.
Customers can be archived in the event there are duplicates.
If you attempt to archive a customer that has an open order you will be present with a warning message and will not be able to proceed. If you need help merging customer records. Reach out to Appliance.io support.