Customers Module Quick Guide

Customer Accounts

The Customers module is used to create and edit accounts.  If you need to create a new account, click the Manage Accounts button and choose the Create Account option.  

If you need to view an account, you search using the various filters.   In this example we are searching by first name.  To view the account, click the Details button.  

Viewing an Account

When viewing the account you can edit addresses, update or remove a card on file, view order histories and account notes, and check on email logs.  

Remember to save you changes before leaving the customer’s account.  

Viewing Account Information

Order History: this tab shows all orders placed by the customer. If you need to see details, click on the order number.

Card on File: this tab will show the cards on file for the customer.

Emails: this tab shows additional email addresses that also receive emails related to the account.  

Email Logs: this tab shows emails generated for the customer.  Check here to see if the emails have been received.

Loyalty: this tab is where you can view a customer’s current free tasting count. Account Notes: this tab shows notes that about the customer that have been created by staff.

Customer Classes

This tab is where you edit and create new customer classes.   Customer classes are how OrderPort knows how to apply discounts for purchases.  The customer class is also a way to organize your reporting.

If you need to edit customer classes discounts, click the Edit button.  In addition to discounts, this is where you can update the number of free tastings each customer class is entitled to.  

Note: if you need to edit a wine club discount, makes those changes in the Wine Club module. 

Settings

The Settings tab is where your business can decide which account information fields are required.  If a field is checked that means that a customer will have to provide that information.   You can enable customer password hints to assist members locked out of their account. 

This is also where you can enter in the countries that you currently ship to.  If you ship internationally, you will also need to make sure you have your licenses entered into OrderPort as well. 

Account Merges                  

If you come across a customer with multiple accounts, these can be merged so that their information can be consolidated.  

Merges must be completed by

OrderPort staff, so contact the

Support Team for assistance.  The Support Team can also assign orders to an account if needed. 

Note: OrderPort support secondary accounts holders, so families can share a single account if desired.  See example lower right.

Customers Module            

• For further information, contact the 

OrderPort Support team by phone at 206-464-1151 or by email at helpdesk@orderport.net