Green list and blacklist
Good customers go to the green list, customers who often refuse their parcels go to the blacklist. Rules do it, and you can decide by hand.
ReadHow to do it
- Open « Clients ».
- Choose a tab: green list, neutral or blacklist.
- Look at the columns: orders, delivered, returns, revenue.
- Click « Fiche » to see the full history of the customer.
- Click the small ★, ○ or ⛔ button to change their rating.
Good to know
- The same number written in two ways stays one single card.
- If two different people share a card, the card offers to separate the two customers.
More guides on this topic
The contact book
« Contacts » keeps the details of suppliers, the delivery company, partners and service providers in one place.
ReadSupplier and delivery company contacts
A « Supplier » contact is linked to the supplier card. A « Delivery company » contact can appear in « Réclamations ».
ReadAnalyse Facebook and Instagram
« Analyse des réseaux sociaux » reads your figures from Meta: followers, comments, messages and posts. It is an analysis screen.
ReadA question this guide does not answer?
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