Managing customers

Managing customers

You can use NewStore Associate App for clienteling purposes by making sure that every customer that you serve is added to the app's My Customers section. This speeds up future checkouts and allows you to gather data about your customer's preferences.

Note

When you make a sale, and a new customer provides an email address during checkout, a profile is automatically created.

Checking if a customer exists in the app

The Recently Viewed section, displays the last 3 customers you searched for.

1. Tap to open the customer list.

2. Type the customer's name (or a part of it), or the customer's email, in the search bar and check the result list.

   The Activity tab displays the customer's omnichannel purchase history, that includes the items the customer purchased, the amount they spent, and the channel they used to make the purchase.

Creating a new customer

Note

With the new customer profiles you can use auto-populated fields and scanner identifier features. To enable these features, see Configuring auto-populated fields for customer profiles and Configuring scanner identifiers for customer profiles for more information.

To create a new customer profile:

1. Tap and tap New Customer.

2. Fill in the name, phone number, email, and other details for the customer and tap Create.

   Note

   The email address for each customer must be unique. You cannot create multiple customers with the same email.

3. (Optional) Add a shipping and billing address for the customer.

   When you start typing, valid addresses are automatically suggested.

The customer can now be assigned to a shopping cart by tapping Assign to cart. See Creating a shopping cart for more information.

Updating a customer profile

1. Tap and tap Search.

2. Type the customer's name (or a part of it), or the customer's email, in the search bar and find the customer whose profile you want to update.

3. Tap the information to modify and proceed with the update.

   You can update the customer's first name, last name, email, phone number, shipping and billing address, and any additional information that you collected for the customer. Changing the shipping address in the customer's profile does not change the shipping address for the order. You can only change the address for the order in NewStore Omnichannel Manager. see Editing shipping information in the grace period.

   Note

   Ensure that the email address is unique. You cannot enter the same email for multiple customers.

4. Tap Save.

Also See Accessing your last checked out cart.

Deleting a customer

To delete a customer, send a customer deletion request using the Request customer deletion API.

Viewing past customer purchases​

To view the order history for a specific customer, store associates can perform the following steps:

1. Tap to open the customer list and open the customer's profile.

2. Tap Activity. You can see the list of purchases for the customer.

3. Tap the purchase that contains the item to be viewed in more detail. There are 3 actions store associates can take when viewing a specific purchase within the customer's profile:

   • Begin the item return process.

   • Print documents and receipts.

   • Resend the sales receipt to the customer's email address.

4. Tap the action you wish to initiate.

5. Follow the in-app prompts to complete your task.