Customers

The Customers tab contains a single table displaying a list of all of your shop customers, regardless of whether or not they have a points balance. For customers that do have a points balance, this is also shown within the table.

The displayed columns are:

• Name

• Customer number

• Points

Click the stacked icon on the right-hand side of the table header to enable/disable columns and switch between compact and extended view.

Edit customer

To edit any customer in the list, click the … icon and select View.

A summary of the customer’s details is displayed, including current points balance, contact details, account status, customer group, language and customer number. A history of purchases is also displayed in a table underneath.

Manually credit/deduct points

There are two ways to manually credit or deduct points to/from a customer’s account:

• From the Customers tab, click the … icon for a customer and select Edit Points.

• From the Customer Details screen, click the link Edit Points (underneath the points balance).

In both cases, the Credit/Deduct Points dialog is displayed. Enter a Reason for the credit/deduction and the value of points to be credited or deducted (to deduct points, enter a minus symbol before the value, e.g. -100).

Click Apply to complete the action. The changes will immediately be reflected in the customer’s points balance.