🀝Manage customers

In the tab "Customers" in Orderlion on your computer, you can send invitations, create customers groups and edit customer details.

1. Getting Started: Accessing the Customers Tab

To begin, open Orderlion on your computer and navigate to the "Customers" tab in the menu bar. This is your starting point for all things customer-related.

2. Importing and Syncing Customers

Orderlion streamlines your customer data management. At the outset, your customers will be automatically imported (and synchronised with your ERP system if you have one) to ensure up-to-date and complete records. But if you need to add customers manually, simply click on "+ New Customer" in the top-left corner. Provide their basic details and ensure you have their contact information ready for invitations.

3. Inviting Customers: Tailored Communication

Inviting your customers to your shop is simple. You have two options:

  • Individual Invitations: Open a customer's card, click on "Invite Users" in the top-right corner, and send invitation emails or SMS directly from your computer. Alternatively, you can send invitations through your mobile app or download an invitation link that you can share in a personalised message.

  • Bulk Invitations: For efficiency, select multiple customers in the customer tab and send them invitations using the same process as for individual customers.

Here is what your customer will receive:

4. Organise Customers into Groups

Managing customer groups is a powerful feature in Orderlion, found right next to the "+ New Customer" button. Your customers can belong to two types of groups:

  • Range Group: Organise customers based on the product range they can access. For example, categorize them as restaurants, hotels, and more. In a subsequent step, you can fine-tune the product range and prices visible to each group. Learn more about this at Managing Products and Prices.

  • Delivery Group: Group customers based on the deadlines that apply to them, for example, according to location, such as Zone A or Zone B. Learn more about adding deadlines and managing your logistics settings here.

5. Specify Customer Settings

If you click on the name of a customer or when you create a new one, you can configure specific settings, including minimum order value and quantity, notifications, allowed delivery methods, delivery fees, delivery days, display of prices, and assigning sales representatives (exclusive to sales pro users – discover more here). Moreover you can edit the product range the customer sees and create shopping lists for your customer.

You can create a list of most frequently ordered products (Favourites) for each customer and shopping lists to group products conveniently for your customers.

Always make sure you save your changes. Plus, you can seamlessly integrate new customers with your ERP system, enhancing data consistency.

Last updated