Customer cards
Each customer has a card, recognised by their phone number. It shows all their orders, deliveries and returns.
ReadHow to do it
- Create a contact with the category « Fournisseur » and the name of their company.
- The tool links it to the supplier of the same company in « Gestion des fournisseurs ». If that supplier does not exist, it is created automatically.
- The first contact becomes the main contact: the supplier card follows its phone and e-mail changes.
- For the category « Société de livraison », choose the company and the topics: Claims, Payments and payouts, Pickups, Sales, Technical / API.
- Contacts with the topic « Réclamations » are shown at the top of the « Réclamations » screen.
Good to know
- Creating a supplier automatically needs the « Gestion des fournisseurs » right.
More guides on this topic
Green list and blacklist
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ReadA question this guide does not answer?
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