Customers

Customers lists everyone who has ordered from you, with how often they accept or refuse a delivery. Check it before you dispatch to someone who has refused before. A refused delivery costs you the rider's fee and days of stock on the road.

Built from your orders

You never type a customer in. Each order adds its buyer, and orders with the same phone number count as the same customer. 0803 123 4567, +234 803 123 4567 and 8031234567 are one person. Orders with no phone number are grouped by name.

The newest order wins for the name, address, state and email, so if a buyer moves from Ikeja to Lekki, their latest address shows.

Delivery record labels

Each customer gets a label from their delivered and refused orders. Orders still open do not count.

The same label follows the buyer around the app:

• In the New order sheet, as soon as you type a number that has ordered before. See Taking an order.
• Under the buyer's name on the orders list and on each order. There, the label is worked out from the buyer's other orders, so the order in front of you does not count against itself.

Outside the Customers screen, New buyers carry no label.

Find a customer

• Search by name, or by 3 or more digits of the phone number.
• Filter by state, such as Lagos or Kano.
• Tap a label chip, such as Often refuses, to see only those customers. Each chip shows how many customers have that label.
• Sort by Latest order, Most orders or Most spent.

Each row shows the state, number of orders, the label with a short record such as "3 of 4 accepted", the amount spent and when they last ordered. Spent counts delivered orders only.

You can also find customers from search anywhere in the app with ⌘K, Ctrl+K or /. See The Today screen.

The customer's details

Tap a customer to open their details:

• Their phone number, with Call and WhatsApp buttons. WhatsApp opens a chat that starts with "Hello" and their first name.
• Their label, with a plain sentence explaining it, for example "Refused 2 of 3 deliveries. Call to confirm before you dispatch."
• Orders, Delivered, Refused and Spent.
• Their address, state, email, the date they first ordered, and how many orders are still open.
• Every order they have placed, newest first, with its stage. Tap one to open it.

The phone and WhatsApp buttons also sit on each row, so you can call a buyer straight from the list.

Good to know

• There is nothing to edit on Customers. Every detail comes from the buyer's orders.
• If you delete every order from a customer, they disappear from Customers too.
• Import your past orders to bring in buyers' history from before you joined. See Importing and exporting orders.
• Teammates see the buyers from the orders they are allowed to see. A teammate who sees only the orders assigned to them sees only those buyers.