Skip to main content

Customer Details

Add, view or edit customer details.

Customer Details

Tapping a customer will open the Customer Details page. Here you can get a 360 overview of the customer and activities like Order history, Subscriptions, Cases, and more.

You'll also notice that the user type is quite visible via the chip (placed under the name). In our example here, we see that this user is also an Employee. This will also be visible for user type Debtor. More on User Type.

Iphone screen
Add to order button

Use the Add to Order in Checkout App to instantly add the open customer/user to a basket on the Checkout App. As applicable, the user will be added to an active basket or a new basket will be created.

Adding new customer

When adding a new customer, it'll become clear to you which fields are required.

Edit Details

To edit the details, tap the Edit button in the top right to open a menu to change all the attached customer details.

Iphone screen
Block email address edits

Using a setting called Customer:BlockChangeEmailAddress you can influence whether users can edit the email addresses of customers. A value true means no email address edits are allowed (default of this setting is false).

Subscriptions

Manage customer subscriptions by using the Subscriptions button. Subscribe users to new ones, add subscription to an order in the Checkout App, or show the subscriptions barcode.

Unsubscribing users

The possibility to unsubscribe is based on the input of the field Allow unsubscribed by in the subscriptions configuration on Admin Suite.

Subscription Barcode Identifier


To enable having a subscription barcode identifier button in the user customer details, set the App:Customer:ShowBarcode setting with a value true. Once set, a subscription barcode button will appear and can then be used as a unique identifier for the users subscription ID.

Iphone screen

Custom field Barcode Identifier


To enable having a custom field barcode identifier button in the user customer details, set the App:Customer:BarcodeCustomField App setting with a value that corresponds with the BackendID of the custom field. Once set, a barcode button will appear and can then be used as a unique identifier for the specified custom field. The barcode will represent the value of the custom field.

Loyalty Programs

Authorization

In order to be able to view user coupons, you need the LoyaltyPrograms permission with scope View

Permissions are managed from the Roles and rights chapter namely, from the functionalities card of a user's role.

The Loyalty program card will display a customer's loyalty program subscriptions and balances. You can also block/unblock programs from here pertaining to the underlying customer.

Iphone screen
note

Blocking a loyalty program can be performed from here as well. Proper permission needs to be in place in order for the user to have such feature. Please refer to the section Loyalty related functionalities for more on all the related permissions impacting what users can and cannot do when it comes to loyalty.

Inquiries

Authorization

In order to be able to view inquiries, you need the Inquiries permission with scope View.

Permissions are managed from the Roles and rights chapter namely, from the functionalities card of a user's role.

Manage customer inquiries by using the Inquiries button.

Order history

View all customer orders regardless the status (new, completed, pending, etc.). From here you can open the full list on the Checkout App order details page. You can also tap one of the orders to view more details, and from there you can once again open the order in the Checkout App where more actions, like create return is possible.

Iphone screen

All Bought Products

View and manage all customer bought products.

Authorization

The functionality UserBoughtProducts with scope Create is required to have the option to Add new products under bought products. Further, the whole “All bought products“ block will not be visible if the user does not have the UserBoughtProduct functionality with scope View.

note

The app setting App:Customer:ShowBoughtProducts determines whether customer's bought products are displayed or not. When set to true, their bought products are shown, and when set to false, they are not (default value is false).

Adding a bought product


Start off by adding a product using the Add New Bought Product.

Iphone screen

Of course, adding a bought product requires identifying that product. This can be done in two ways:

Iphone screen

Search Product: A manual search by product name, Product ID, etc. or by scanning.

Iphone screen

Search in customer orders: View customer order(s), select the desired one, and further the product.

Iphone screen

Once a product is selected, confirm and add a serial number (if applicable). This can be done via manual input or by scanning.

Iphone screen

Viewing a bought product


By tapping a bought product from the overview, you'll be presented with a few options: View product in Checkout App; Create case; and Archive product. The last option removes the product from the bought products overview.

Iphone screen

Borrowed products

Employees only

This section will only display for user type Employees.

View and manage all employee borrowed products (view, add, and return).

  • Viewing: If the employee already has a few borrowed products the product details (including price) along with the borrowed status will be shown.

There are three possible statuses: Open, Returned, and Purchased.

  • Adding: You can add a borrowed product using the Add Product button which will then navigate you to a product search modal. Alternatively, a scan will also do.
Segregation of duties when adding borrowed product(s)

The logged-in user will not be able to add a borrowed product to own account. Please ask a colleague to do that for you.

  • Purchasing or Returning: You can purchase or return a borrowed product by swiping the desired product to the left.

A return will initiate a return flow where a quantity needs to be specified, and an answer to the question "Is the product damaged?". Yes will move the product to the Damaged stock label, while a No will move it to Sellable.

A purchase will open the Checkout App and onto the Basket. From there you can proceed with checkout.

Cases

Authorization

In order to be able to create cases, you need the Cases permission with scope View and Create. Other scopes like Edit, and Delete are needed to perform their respective actions.

Permissions are managed from the Roles and rights chapter namely, from the functionalities card of a user's role.

Cases here work similarly to the Cases functionality of the Checkout App in terms of viewing, editing, and archiving, with one additional feature: the ability to Create New Case(s).

Setting for displaying Cases

The Loyalty App follows the app setting App:Customer:ShowCases to determine the visibility of customer cases. The setting default is false, hiding the cases.

More on Cases in Admin Suite

Check the Admin Suite section for more on Cases configuration.

Create new case


The details required to be filled in are the same as described in the Cases section of the Checkout App. Add to those the option to attach Product or Order line using the Add Product or Order Line button.

Iphone screen
Changing the customer on the case

Using the setting OverwriteCaseCustomerWithCustomerOfOrder and a value true (default is false) will allow a different customer to be tagged to a case than the customer who was originally tagged to the order.

Add Product or Order Line


There are three options that can be used to add a product to a case, as follows:

Iphone screen
Search product

A search field is presented where you can scan a product or openly search for one using the search box. Once identified and thus selected, the product then becomes tagged to the underlying case being created.

Iphone screen
Dispalyed Product Details
  • Serial Number: Serial numbers are shown only when configured. You may also manually input or scan these numbers (optional).
  • Product ID: You can modify the displayed value for the Product ID.
  • Warranty: A warranty check is performed only if it is configured i.e. if an endpoint is defined under the Product:WarrantyEndpoint setting. This check requires a valid SerialNumber or OrderLineID.
Search in customer order

A search field is presented where you can search through all orders pertaining to the chosen customer. Once identified and thus selected, the product then becomes tagged to the underlying case being created.

Iphone screen
Dispalyed Product Details
  • Serial Number: Serial numbers are shown only when configured. You may also manually input or scan these numbers (optional).
  • Product ID: You can modify the displayed value for the Product ID.
  • Warranty: A warranty check is performed only if it is configured i.e. if an endpoint is defined under the Product:WarrantyEndpoint setting. This check requires a valid SerialNumber or OrderLineID.
Select from bought products
Authorization

The visibility of this search option is based on the users functionality/permissions and the value of the setting App:Customer:ShowBoughtProducts. More on this can be found here.

A list of all owned products by the customer will be displayed where you can simply tap one to add.

Iphone screen
Dispalyed Product Details
  • Serial Number: Serial numbers are shown only when configured. You may also manually input or scan these numbers (optional).
  • Product ID: You can modify the displayed value for the Product ID.
  • Warranty: A warranty check is performed only if it is configured i.e. if an endpoint is defined under the Product:WarrantyEndpoint setting. This check requires a valid SerialNumber or OrderLineID.

Interaction logs


The Interaction logs section provides an overview of the underlying case interactions (if any) as well as the option to Add new log.

note

The toggle button Show all related logs implies that repair related interaction logs (if any) would also be displayed if switched on.

Add new log

This is a multiline text field to fill as desired, and a radio button Message is Public.

Iphone screen

Switching it on implies that the message will be shared with the consumer via email.

Iphone screen
note

If you'll be using the Message is Public feature, make sure the respective case stencil is set up.


Authorization

This card is visible only to users with the Repairs functionality.

When a repair task is initiated from a case, a Related Repairs card appears. This card displays the repair associated with the current case, including its status, assignee, among other details.

You can also view the complete task details in the Tasks App by tapping the Repair task, and then Open Repair in Task App.

Iphone screen

Case status


The Case Status button provides a dropdown list of available Case statuses based on your configuration or default ones. From here, you can change the status as desired.

note

If the selected case status has a Create repair action, this will navigate you to the New Repair Task screen in the Tasks App. The case information will already be prefilled.

Coupons

Authorization

In order to be able to view user coupons, you need the DiscountCoupons permission with scope View

Permissions are managed from the Roles and rights chapter namely, from the functionalities card of a user's role.

View all customer coupons regardless the status (expired or active).

Iphone screen

Tapping one would display additional data as shown here:

Iphone screen

Wishlists

Authorization

The Wishlists section is only shown if the App setting App:WishLists:Enabled is set with a value true, and if at least one wishlist exists. More on how to add an App setting can be found here.

View customer wishlist(s) (if any) in the Wishlists section.

Iphone screen

By tapping a wishlist you'll be presented with a brief description, relative dates, and the wishlist items.

Iphone screen

Tapping the Add WishList To Basket in Checkout App button will open the Checkout App and add all items in that wishlist to the Basket.

Tapping an item will open the Product Details, where you can also Add to Basket in Checkout App using the button. The Product Details page is similar to that of the Checkout App Product Details page.

Iphone screen