The customer's courier record is a small coloured badge next to their phone number, for example 92% 11/12. It shows on every list where you decide whether to confirm or send an order, and on the customer list in CRM.
Where to find it
| Screen | Where on it |
|---|---|
| Website orders (every status list) | Next to the phone in each order |
| The order list on the classic store dashboard | Next to the phone, also after you switch its status tabs |
| Incomplete orders | Next to the phone |
| Admin › ERP › Sales Department › Seller orders | On the list and on each order's page |
| Admin › ERP › Sales Department › Courier & parcels | On the list and on each parcel's page |
| Admin › CRM › Customers | Next to each customer's number |
How it works
- A badge first shows ··· while it loads.
- The page asks for all its numbers in one go, then fills each badge.
- Lists that load later (a new status tab, a filter, more rows) fill their new badges by themselves, without a reload.
- Hover over a badge for its advice; click it for the full record.
Example: at Rangdhanu Fashion the owner opens the classic dashboard and switches to the Pending tab. The new rows come in with ··· next to each number, and a second later they turn green, amber or red.
Good to know
- The check must be on. The switch Show the customer's record next to orders and parcels is in Admin › Administration › Security › Customer fraud check. Turn it off and every badge goes.
- Who sees badges. Staff who work with website orders (feature Website orders) or the ERP. Someone with only CRM access does not see them.
- Your shop only, or every courier. Without a BD Courier key the badge counts only your shop's parcels. With your own key it shows the record across couriers.
Common problems
- A badge stays "···". It is still loading. Reload the page if it stays.
- A badge shows "?". The record could not be loaded, often because the internet dropped. Reload the page.
Related
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