Add customers

You can add a customer by yourself.

Steps:

1. From the Shopyer App, tap Conversation, and then tap Customers.

2. Tap the Add icon.

3. Enter the customer's information. You can enter the following details for the customer:

·         Name & Contact

·         Social Info

·         Shipping Address

·         Billing Address

·         Tag

·         Note

4. Return after saving each item to create the customer profile.

Edit customers

If a customer profile already exists in Shopyer, then you can edit its information on the Customers page. Tap the customer who you want to edit, go to the Customer Detail page.

Sort the customer list

You can find a list of your customer profiles on the Customers page in your Shopyer admin. Use the Sort by menu to sort your customer profile list by:

·         Orders Count

·         Orders Amount

·         Add Date

Search for customers

You can use the search bar on the Customers screen to search for specific customer profiles.

You can search for any part of a customer's name, email, phone number or address.

Tap the search bar, and then enter a search term. Matching customers will appear beneath the search box.

Manage Tags

Steps:

1. Tap the Tag drop-down box.

2. Tap Manage Tags.

3. Tap the small circle on the left to change the color.

4. Enter Tag name, then click Add tag.

If you want to delete customer tag, tap the delete icon.

Edit a customer's tags

Using tags can help you organize your customer profile list. You can use tags to label your customers with categories or descriptive terms. For example, if you have wholesale customers, then you can tag those customers as wholesale.

Steps:

1. Go to Customers list.

2. Click the name of the customer profile you want to edit.

3. Tap edit icon.

4. In the Tags section, add or edit your customer profile tags.

5. Click Save to confirm your changes.