Customer cards
Each customer has a card, recognised by their phone number. It shows all their orders, deliveries and returns.
ReadHow to do it
- Open « Contacts » (Organisation menu).
- Click « ＋ Nouveau contact ».
- Fill in Name, Category, Company, Position, and at least one way to reach them: phone, WhatsApp or e-mail.
- Add the address and a note if needed, then save.
- To find a contact, use the search box or the category buttons.
- To change a contact, click ✎. « Archiver » puts it away; « voir les archivés » then « Rétablir » brings it back.
Good to know
- Categories: Supplier, Delivery company, Business customer, Partner, Service provider, Other.
- Phone, WhatsApp and e-mail are clickable. Nothing is ever sent from this screen.
More guides on this topic
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ReadSupplier and delivery company contacts
A « Supplier » contact is linked to the supplier card. A « Delivery company » contact can appear in « Réclamations ».
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