Customers & CRM Directory

Overview

Manage customer accounts, track purchase histories, manage credit balances, and control portal registration approvals.

1. Customer Directory (/customers & /customers/new)

• Profile Details: Name, Phone, Email, Tax Identification Number, Billing & Shipping Address.
• Credit Limits & Opening Balances: Set allowed store credit limits for wholesale clients.
• Purchase History: View full historical list of all POS receipts and online orders placed by each customer.

2. Store Customer Segments

• Customers with Login (/store/customers-with-login): Registered accounts with self-service login to view past orders and saved addresses.
• Customers without Login (/store/customers-without-login): Guest checkout shoppers with transaction records.
• Pending Customer Approvals (/store/pending-customers): B2B wholesale merchants requiring manual verification before granting wholesale pricing access.
• VIP Invite Codes (/store/invite-codes): Generate restricted registration codes for exclusive member tiers.