Customers Overview
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Written by Jessie
Updated over a week ago

Overview

The Customers page provides your team with a Customer Relationship Management system within the Foodkit Core Platform so you can quickly and easily view, manage and export 100% of your customer data.

Upon opening the Customers page within the Foodkit Core Platform, you will be presented with a list of customers who have signed up through your Web or App eCommerce website.

Search and Reset

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To find a specific customer, you can enter a range of queries including name, telephone or email.

Customer List Explanation

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Each row will include the name, email address, phone number and registration date of one of your customers. You can access the Customer details page for a specific customer simply by clicking on the row in the table for that customer.

Create Order

If you’ve purchased the Customer Service Pro (CSPro) add-on in your Foodkit subscription, you can create a new order from this page by clicking on the New Order button. This will open the Create Order Wizard which is described in another section.

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