How do I rebuild the customer list from orders?

Go to Admin › CRM › Customers › Customers, press Group rules, then press Refresh numbers. The CRM goes through your orders again and counts every customer from them.

Where to find it

Admin › CRM › Customers › Customers › Group rules › Refresh numbers (সিআরএম › কাস্টমার)

It needs CRM — work with customers. Admin, Manager, Supervisor and Moderator get it with their role. The store owner always has it.

When to use it

On first use, when your shop already had orders before you opened the CRM, and old customers are missing.
When numbers look wrong, for example a customer's order count, money spent or group does not match their orders.

Day to day you do not need it: a customer's numbers are updated by themselves each time one of their orders is saved.

Step by step

Go to Admin › CRM › Customers › Customers.
Press Group rules.
Press Refresh numbers (bottom left of the window). You do not need to save the rules first.
Wait for the page to come back. It says "Customer numbers refreshed from orders" with how many customers were counted.

How it works

It reads every mobile number in your website orders, your courier parcels and your sales team's page orders (ERP).
Each number becomes one customer, written as 01XXXXXXXXX however it was typed.
For each customer it counts again: orders, delivered, cancelled or returned, money spent and the last order date. Groups like VIP and Inactive follow from these.
What your team typed is kept. Notes, calls, tasks, tags and the staff member in charge are not touched. A name, email, address or district is only filled in where it is empty.
Customers you added by hand stay.
A customer made only from orders that were all deleted later, and that nobody worked with, is taken off the list.
Only your store's orders are read.

Good to know

You can press it 3 times a minute at most.
On a shop with many orders the page can take a little longer to come back. Let it finish.

Common problems

There is no Group rules button. The login has only CRM — see customers. Ask the owner to add CRM — work with customers in Admin › Administration › Users & access › Users & logins.
A "Too Many Requests" page opens. You pressed it more than 3 times in a minute. Wait a minute and try once.
A customer still shows an old name. Refresh never replaces a name that is already there. Change it on the customer's profile.

Still need help? Ask in our Facebook group — the team and other shop owners answer there.

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