Customers
Open Commerce → Customers. This is everyone who has bought (or been created at the manual-order desk) — not a separate CRM book.
The list
Section titled “The list”Search by name or phone. Filter for VIP, wishlist waiters, and other segments when you need a short list. From here you can:
- Add customer — name and phone are enough; email is optional.
- Send SMS (single or bulk) when an SMS provider is configured — outcomes are reported honestly (partial failures are not celebrated as success).
- Block COD / Unblock COD for customers who keep refusing parcels.
- Export CSV.
The customer record
Section titled “The customer record”Open a row. The header shows order count, spend, location, account status, and a COD reliability badge (refusals here and elsewhere, plus whether COD is blocked and why).
One-tap Call, WhatsApp, and Email sit next to the name — same pattern as the manual-order desk.
Useful panels on the page:
| Panel | What it’s for |
|---|---|
| Orders | Prior orders with status and payment method — jump straight into fulfillment. |
| Addresses | Saved delivery addresses. |
| Wishlist | What they’re waiting on (including 1-of-1 pieces still available). |
| Staff note | Internal context for the next person who picks up the phone. |
| Contact log | Log calls / messages so the trail isn’t trapped in one person’s chat history. |
Taking an order for them
Section titled “Taking an order for them”When they’re on the line, go to Manual (phone) orders and search them by name or phone — you don’t re-type the profile. Their order count shows up there too, which helps when they’re haggling.
Related: Orders & fulfillment · Manual (phone) orders · COD & fraud review · SMS provider.