Customers

Spis treści:

In this part of the panel, you will find information about your clients and statistics on the turnover generated by them. You can also edit some account data - this option is especially useful when determining the rights of specific users.

All customers - main tiles

After selecting the All customers tab from the side menu, you will see a subpage with statistical information about your customers. They are grouped into 4 tiles:

1. Top Customers - A pie chart showing the turnover generated by customers who made the highest value purchases during the selected time period.

2. Active customers - the total number of clients with at least one active user in the selected time period.

3. New customers - the number of new customers who purchased products during the selected time period.

4. All clients - the total number of clients from creating an account in the platform.
   

All customers - a list of customers

Below the data tiles, you will find a detailed list of customers. You can filter and edit this list by following the instructions below.

1. General information. The following customer information is included in each line:

   1. Customer name.

   2. Customer Tax identification number.

   3. Customer e-mail.

   4. Customer number.

   5. Customer type (e.g. client, consumer).

   6. Customer registration date.

   7. Account manager assigned to a specific customer.

2. Filtering. You can apply filters to the customer list according to all the features listed in point 1.

   1. To select the features you want to filter the client list, expand the available options using the plus symbol, select the appropriate features, and press the Apply button.

   2. To filter the list of customers, complete the filter windows or select an appropriate option from the drop-down list and press the Filter button.

   3. To remove filters, press the cross symbol next to the window and press the Filter button.

3. Sorting. To sort customers, press the arrow symbol next to the feature name you want to sort by. Depending on the value, sorting is alphabetical (A to Z and Z to A) or ascending/descending (for numeric data).

4. Pagination.

   1. You can set the number of items visible on the list in the Show window. To do this, select the appropriate option from the drop-down list.

   2. Kolejne strony listy możesz przeglądać przy pomocy strzałek.

5. Account details. To find out the details of a specific customer's account, hover the cursor over the selected line in the list and then press the edit symbol.