The Customers module is used to create and manage customer accounts. It is available in OrderPort Admin, under the Operations category. 

Table of Contents

• Creating a New Account
• Viewing and Editing an Account
  • Account
  • Order History
  • Saved Payment Method (Card on File)
  • Emails
  • Email Logs
  • Loyalty
  • Account Notes
• Deleting an Account
• Merging Accounts
• Assigning Orders to Customers
• Customer Classes

Creating a New Account

To create a new customer account, expand the Manage Accounts dropdown and select Create Account. The two checkboxes under the Account Details section configure email communication preferences for the customer.

The minimum required fields for an account can be configured in the Settings of the Customers module. Add customer information, then save. 

Viewing and Editing an Account

View or edit an account by clicking Details on the customer. If you are looking for a specific account, use the search filters. 

You will notice a variety of tabs for the customer account.

Account

Under account details, you can update the customer class, password, and email communication preferences. 

You can set the customer account as tax exempt by filling in the required information. 

You can have multiple billing and shipping addresses, with one primary address for each type. 

Be sure to save if you make any changes. 

Order History

The Order History tab displays all orders for this customer. Click on the order number to view more information about a given order. 

Saved Payment Method (Card on File)

Depending on your payment processor, the title of this tab may vary. In this tab, you can view saved payment methods, including credit cards and bank accounts. 

Emails

The emails tab allows you to link a new email to receive certain account notifications. 

Email Logs

View sent emails in the Email Logs tab. Emails are organized in two sections: Notifications and Campaigns. You may resend an email by clicking View Details and opening the Emails tab. 

Loyalty

The loyalty tab allows you to view this customer's loyalty. View the Tastings, Samples, and Donations document to learn more. 

Account Notes

You can create and view account notes in the Account Notes tab. If set the flag of a note to Alert Clerk, it will display a notification on the Point of Sale when you open an order for the customer. 

Deleting an Account

You can delete a customer account by opening the dropdown next to the Details button and clicking Delete. You cannot delete a customer who is a member of a wine club. 

Merging Accounts

If you have duplicate customer accounts, you can combine them using the Manage Accounts dropdown. 

Assigning Orders to an Account

Read the help notes closely prior to completing a merge. This action is irreversible. 

Assigning Orders to Customers

If you have orders that are unconnected to the proper customer account, expand the Manage Accounts dropdown and select Assign Orders. 

You can assign multiple orders to multiple accounts at once. Fill out as many assignments you need, then click Assign. 

Customer Classes

You can edit and create customer classes in the Customer Classes tab. To create a new class, fill in the information, then click "Add customer class". 

To view the different invoice types, see the Wholesale, Distributor, and Purchase Orders document. 

To edit an existing class, click edit, update the fields, then click "Update customer class".