Customers

• Customer database

  Adding customers, duplicate detection, search, export and transport crates.

  In this article: Adding a customer · Editing a customer · Importing customers from a CSV file · Deleting a customer · The customer's short name · Delivery addresses (customer points) · Payer for the customer (invoice to another entity) · A customer that is your branch · A customer from the order form · Duplicate detection · List, search and export · Choosing the columns on the customer list · Notes on the customer · Crates at the customer

• Customer order history

  The customer card: statistics, contact details, consents, crates and a list of all orders.

  In this article: How to open the customer card · Customer statistics · Order history

• Ordering portal for wholesale customers

  Step by step: how to prepare a price list, invite a person from the customer's company, how the customer places an order on zamowienia.bakepilot.pl and how you accept it in “Portal orders”.

  In this article: What the portal is for · Step 1: prepare a price list for the customer · Step 2: invite a person from the company · Invitations and access on the customer card · What the customer gets: the invitation email · The customer creates an account · Signing in and forgotten password · How the customer places an order · Pickup, delivery and notes · The customer's orders: editing and cancelling · Step 3: accept or reject the order · After acceptance

Customers module features

What you will find in the app under “Customers” in the menu. Click a feature to read its description.