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Customers

The Customers page allows you to manage and view all your customer information in one place. This interface provides essential tools for customer relationship management.

Customer Management Interface

Key Features​

Customer Table View​

The customer list displays the following information in columns:

  • Name: Customer's profile photo with full name
  • Phone Number: Customer's registered phone number
  • Tags: Custom tags for categorization either by routes (Optional)
  • Able To Trade: Trading status indicator (Yes/No)
  • Last Order Date: Customer's last day of ordering
  • Created At: Date at which customer account was onboarded
  • Action: Additional actions menu

and many more via the columns menu at the top-right (⋮) .

Customer Map View​

Get clear map area view of your customer for easier deliveries and territory overview.

Customers Map View

Search and Add Customers​

  • Use the search bar in the top-right to quickly find specific customers using their Phone number.
  • Click the Add customer button with the blue icon + to create new customer profiles.

Customer Management​

  • Add tags to customers using the "+" button beneath the tags
  • Access additional columns options through the action menu (⋮)
  • View detailed customer information by clicking on a customer row
  • Delete customer to unlink them from your account

The Customers section can be accessed from the main navigation menu on the left side of the dashboard.

  • Customer data is integrated with the Orders and Transactions sections
  • Customer information can be used when creating payment requests
  • Customer profiles are linked to the sales management system