Customer Catalog
The customer catalog displays a comprehensive list of customers for the users to easily access. On this page, users can see customer information such as....
- First name
- Last name
- Customer ID
- Organization
- Primary email
- Primary phone number
Users can also place a new order for the customer directly from this page by clicking on the three ellipses to the right of the customer tile. From there, simply click on "New Order" to begin the order.
Note that Admins have the additional options to Edit the customer or make a New Payment on their behalf.
Once clicking on "New Order", you will be redirected to a checkout page.
Here, users are easily able to add or remove items from the cart on behalf of the customer. Once the items have been added, they can adjust the quantity of each item they want to be ordered.
Note that Admins have the ability to adjust the price of each item by clicking on the blue "Edit" button.
Lastly, the user must decide if the order will be recurring by checking the box just above the "Proceed to Checkout" button.
If you are an Admin, you will have access to manually making a payment for the customer on their behalf by selecting the "New Payment" option in the Customer Catalog after clicking on the three vertical ellipses.
To make a payment for a customer, simply select the customer from the dropdown menu (will be the customer whose name you selected New Payment on by default), enter the amount in USD, enter optional notes for logistical purposes, and then select which payment method on the customer's profile you want to pull the payment from.