View Customer & Order Details
To view details of a customer and their past orders, click on Action button against a customer record and select View.
You will be taken to View Customer Details page for that particular customer.
The page has four sections:
Customer Stats - Reflects the types of services customer has availed and how much revenue was generated from this customer
Customer Info - Contact details and other relevant information pertaining to customer
Tickets - Number of tickets created for the customer
Invoices - Invoices generated for customer
Customer Stats & InfoIn this section you can view what kind of services customer availed from you and in return how much revenue was received or is pending from customer.
Following stats are available:
Total - Total number of times customer availed a service
Repairs - Number of Repairs ordered by customer
Unlocks - Number of Unlocking services availed by customer
Accessories & Parts - Items/ Accessories utilized in a repair or sold to customer
Casual - Casual items sold to customer
Trade In - Trade-In exchanges made
Amount Paid - Amount paid by the customer
Amount Due - Payment pending and yet to be received from customer
Here you can view customer information such as customer group or contact details. You can update customer information by clicking on Edit Customer button.
TicketsTickets created for the customer will appear in this section. Click on Action button against a ticket and View, Edit or Delete a ticket created for a customer. You can also view the progress of repair tickets from their statuses.
InvoicesHere you can view invoices created for a customer. You can view the amount of each invoice along with their status i.e. paid, unpaid, partial, refund. Click on the Action button and select an option such as View, Edit or Delete invoice.
Note: Invoices created from parent store are viewable, No action could be performed against invoices created from other stores.