Manage your customers
Find your shop's customers, change their group and, if needed, stop them from entering the shop.
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The customers list
Open "Customers" («مشتریان») from the menu. Each row shows the customer's group, status, number of orders, "Total paid" («مجموع پرداخت») and "Membership date" («تاریخ عضویت»).
Until your shop has a real customer, a few sample rows marked "Sample" («نمونه») are shown. They are not real customers; the first real buyer of your shop takes their place.
• To find a customer, write their name, mobile or email in "Search" («جست‌وجو»).
• Narrow the list with the filters "Group" («گروه»), "Status" («وضعیت») and "Wholesale" («عمده‌فروش»). If the filters hide every customer, click "Clear filters" («پاک‌کردن فیلترها»).
• To download the list as a file, click "Excel export" («خروجی اکسل»).
Changing a group, wholesale status and blocking
In each row you can:
• Choose the customer's group from the list of groups. You see "Customer group changed" («گروه مشتری تغییر کرد»).
• Change the wholesale status with "Wholesale" («عمده») in the list, or "Make wholesale" («عمده‌فروش کن») on the customer's page. To undo it, click "Cancel wholesale" («لغو عمده») or "Cancel wholesale selling" («لغو عمده‌فروشی»). You see "Wholesale status changed" («وضعیت عمده‌فروشی تغییر کرد»).
• Block the customer with "Block" («مسدودسازی»). You are asked first, and you must click "Block them" («مسدود کن»). A blocked customer cannot enter the shop or place orders. You see "Customer blocked" («مشتری مسدود شد»).
• Remove the block with "Unblock" («رفع مسدودی»). You see "Customer unblocked" («مسدودی مشتری رفع شد»).
The same actions are on the customer's details page.
The customer's details page
Click a customer to open their details page. It has two tabs:
• "Profile" («پروفایل»): name, family name, mobile, email, national ID («کد ملی»), group, membership date, "Last login" («آخرین ورود»), number of logins, number of orders, "Total paid" and "Note" («یادداشت»).
• "Orders" («سفارش‌ها»): the customer's orders with "Number" («شماره»), "Status" («وضعیت»), "Total amount" («مبلغ کل») and "Order date" («تاریخ ثبت»). Click an order to see its details.
If the customer has not placed an order yet, you see "This customer has not placed an order yet" («این مشتری هنوز سفارشی ثبت نکرده است»).
Customer groups
To sort customers into groups, open "Customer groups" («گروه‌های مشتری») and click "Add group" («افزودن گروه»). Each group has a "Title" («عنوان»), a "Pricing type" («نوع قیمت‌گذاری») and a status. The default group is marked "Default" («پیش‌فرض») and wholesale groups are marked "Wholesale" («عمده‌فروش»).
Until you create a real group, the list shows only sample groups marked "Sample" («نمونه»); they disappear when you create your first real group. Until then, the group choice in the customers list offers only "No group" («بدون گروه»).
To delete a group, click "Delete" («حذف») and confirm. This cannot be undone. The default group cannot be deleted; you see "The default group cannot be deleted" («گروه پیش‌فرض قابل حذف نیست»).
Messages and newsletter
• To see messages from customers, open the section "Customer communication" («ارتباط با مشتری»).
• To work with the newsletter, click "Newsletter" («خبرنامه») on the customers page.
If something did not work
• If you see "The customers list did not load" («فهرست مشتریان بارگذاری نشد»), click "Try again" («تلاش دوباره»).
• If you see "Customer details did not load" («اطلاعات مشتری بارگذاری نشد»), click "Back to list" («بازگشت به فهرست») and open the customer again.
• If you see "Blocking the customer failed" («مسدودسازی مشتری ناموفق بود»), the customer is not blocked. Try again.