Viewing customer details

You can access the Customer Details screen in two ways:

  • After adding a new customer (see Add a New Customer for details).

  • By selecting an existing customer from your Customer List.


Viewing order badges

On the customer's Orders tab, you'll see colored badges indicating the status of their orders:

  • Green: Open orders

  • Red: Problem club orders

  • Yellow: Unpaid club orders

Note: If the customer has no orders in any of these statuses, the badges will not appear.



Viewing a customer’s orders

To view a customer’s order history:

  1. Go to the customer’s Orders tab.

  2. A list of all current and past orders will be displayed.


Marking an order as picked up

  1. Locate the pickup order under the customer's Orders tab.

  2. Toggle Order is Picked Up to ON to indicate the order has been picked up.


Marking an order as locally delivered

  1. Find the local delivery order under the customer's Orders tab.

  2. Toggle Order is Delivered to ON to mark it as delivered.


Marking all open pickup orders as completed

  1. On the Customer Details page, click the Actions button (top right).

  2. Select Pick Up Order Picklist.
    Note: A list of products from the customer's open pickup orders will appear.

  3. Click Mark All Complete to mark all of the customer's pickup orders as picked up.


Marking all open local delivery orders as completed

  1. On the Customer Details page, click the Actions button.

  2. Select Local Delivery Picklist.
    Note: A list of products from the customer's open local delivery orders will appear.

  3. Click Mark All Complete to mark all as delivered.

Combining a customer’s open orders

  1. On the Customer Details page, click the Actions button.

  2. Select Combine Orders.
    Note: The Orders tab will filter to show only orders eligible for combining. Damage replacement orders cannot be combined.

  3. Select the orders to combine.
    Note: If an order in “UPS Label Created” status is included, its label will be canceled and should not be used.

  4. Click Combine Orders and follow the prompts:

  5. Choose Order Destination, Shipping Address, and Shipping & Packaging details (if applicable).

  6. Review and confirm the combined order details.

  7. Decide whether to notify the buyer.

  8. Complete checkout.

  9. If the combined order requires a charge:

  10. Use the customer's card on file, or

  11. Enter a new credit card.

  12. If the combined order costs less than the original total:
    Choose how to handle the refund:

  • Do not issue a refund

  • Refund as stored credit

  • Refund to the customer's credit card (you'll select the transaction to apply the refund to)