Open the Customers list in the CRM, press Add customer, type the mobile number (and a name and email if you have them) and press Add. If that number has ordered before, its orders are linked by themselves.
Where to find it
Admin › CRM › Customers › Customers › Add customer
The button shows only for logins with CRM — work with customers. Admin, Manager, Supervisor and Moderator get it with their role. A Store Manager or Seller can be given it. The store owner always has it.
Step by step
- Go to Admin › CRM › Customers › Customers.
- Press Add customer.
- Type the Mobile number, for example 01XXXXXXXXX. This is the only box you must fill.
- Add the Name and Email if you know them.
- Press Add. The customer's profile opens with "Customer added."
- On the profile, fill in Address, District, Birthday, Looked after by and Tags if you like, then press Save.
Good to know
- One customer per number. The number is saved as 01XXXXXXXXX, however you type it (+880, 880, spaces or dashes are fine).
- Already there? If the number is already a customer, nothing new is made. Their profile opens with "This number is already a customer."
- Past orders link up. Any orders this number placed before are counted at once.
- No orders yet? The customer sits in the No orders group until they order. From their first order, they move to New, Repeat or VIP by themselves.
- Hand-added customers stay. They are never removed by the automatic clean-up, even with no orders.
- Example: a buyer from Rangdhanu Fashion's stall asks for a call when new stock comes. Add her number, tag her "Follow up", and set a follow-up task.
Common problems
- "Please enter a valid mobile number." The number is empty or too short. Check the digits and try again.
- There is no Add customer button. The login has only CRM — see customers. Add CRM — work with customers in Admin › Administration › Users & access › Users & logins.
Related
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