You can filter customers by customers with purchase history, customers with no purchase history and flagged customers.
You can mark a customer as a flagged customer in [CRM>Customer profile]. If you select [Flagged customer], only the flagged customers with purchase history will appear in the search results.
You can only enter minimum or maximum value for [Order total/Number of orders].
Search customers with purchase history
Search customers with purchase history by filters.
Search filters include [Customer type], [Customer level], [Payment method], [Date range], [Name], [ID], etc.
Order totalOrder total
[Order total] is the total amount of orders regardless of their order status.
(Product price x Quantity) + Shipping fee
Order total (excluding cancellations)
[Order total (excluding cancellations)] is the actual order amount paid after deducting any cancellations.
Points and credits are not included.
Number of ordersNumber of orders
[Number of orders] is the total number of orders regardless of their order status.
Unpaid orders, partial cancellations or exchanges, and canceled or returned orders are all included in the total.
Number of orders (excluding cancellations)
Cancellations (cancellations before payment and canceled or returned orders) are excluded from the number of orders.
Customers with purchase history
Check customers and their purchase history based on the selected search filters.
Various types of information are displayed including [Latest order date], [Name], [ID], [Customer level], [Latest order number], etc.
ID
When clicked, [CRM] pop-up for the relevant customer will appear.
Latest order number
Clicking the related order number or referrer's ID will open the [Order details] pop-up.
Email/Memo
A colored memo icon indicates that a memo has been added for the customer. You can check the contents of the memo by hovering your mouse over the icon.
When you click each icon, a [Send email] or [CRM] window will pop-up and allow you to send an email or add a memo.
[Send an email] pop-up that opens after you click the email icon
[Customer memo] pop-up that opens after you click the memo icon
