Skip to main content

Information we can see about a customer

In Stockagile you can add contacts that interact with you on a daily basis. The information is stored and associated within Stockagile. It is important to have each contact organized and to be able to see the movements they have made with us.

Requirements to view a customer's information:

  • The user must have the role of OWNER, RETAIL MANAGER or RETAIL VENDOR. You can see the different types of roles in the section Create or edit a user.

  • It is essential to have created different contact roles to see the information. If you have not interacted with the customer, you will have less information.

Steps to view customer information:

  1. Go to Contacts > Contacts, where you can browse the different contacts created. The structure is the same in every contact (except for business contacts, which have an extra Overview section).

  2. In this case, select a customer: within Contacts, click on a customer.

  3. A screen appears with the customer's information. Also, a menu on the left with different fields:

    1. Details: Default page; here you can see the contact details, which you can modify and save.

    2. Addresses: This is the customer's billing address or the address to which the product is shipped.

    3. Billing: You can add the billing details that you want to associate to the customer.

    4. Contact Persons: These are the people you want to associate to this contact.

    5. Purchase Orders: Indicates the purchase orders you have made with this contact.

    6. Wholesale Orders: Visualization of the wholesale sales you have made with the customer.

    7. Retail Orders: Visualization of the retail sales you have made with the customer.

    8. Invoices: Invoices made with the customer in question.

    9. Proformas: Proforma invoices that you have made with the customer.

    10. Quotes: Quotes you have made for the customer.

    11. B2B Ecommerce: Section to register the customer in the b2b ecommerce store in case of being a wholesaler.

      1. To see how to register, we have How to register in b2b ecommerce store

    12. Wishlist: Products the customer has saved to their wishlist.

    13. Loyalty: Loyalty program information of the customer.

Step 3: Main screen of the client with the menu on the left to view the different fields.

Related Articles
Did this answer your question?