🧑💼 Customers
The Customers section is the workshop's contact book. Every order is linked to a customer. No customer, no order.
The header figures
| Indicator | What it shows |
|---|---|
| Customer base | Total registered customers. |
| Returning customers | Customers with more than one order. |
| Overall activity | Total number of orders across all customers. |
The customer list
| Column | Description |
|---|---|
| Name | Full name with an automatically generated avatar and username (@). |
| Contact address. | |
| Phone | Phone number. |
| Total Orders | Total number of orders for that customer. |
| Billing | Sum of all their closed orders. Amounts are shown in the workshop's configured currency (EUR, USD, GBP, or CHF), not always in €. |
You can sort the list by clicking on the column headers (name, username, phone, orders, or total spent).
Searching for customers
The search box filters in real time by name, username, email, or phone.
Adding a customer
You have two options:
- From Customers → "New customer"
- From the order form: if the customer's name doesn't appear in the list as you type it, the system offers to create a new one without leaving the order.
A "NEW CUSTOMER RECORD" will open where you can fill in their details. The only required field is "USERNAME (ALIAS)", marked with an asterisk (*). All other fields are optional.
To create the customer, click the CREATE button at the top right.
A customer's profile
Once created, clicking on a customer takes you to their profile. You'll see:
-
Order activity: A summary of all the orders placed by this customer (pending, completed, and total). If you click on this section, a list appears with all the orders placed by them.
-
Total billing: The total of everything paid by this customer.
-
Contact details: full name, email, phone, etc. You can edit these details whenever you like.
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Deleting a customer
This is only possible if the customer has no orders linked to them. If they have orders, the system shows you how many there are before blocking the deletion.
Who can manage customers?
| Action | Worker | Admin | Owner |
|---|---|---|---|
| View customers | ✅ | ✅ | ✅ |
| Create / edit | ✅ | ✅ | ✅ |
| Delete | ❌ | ✅ | ✅ |