En:Customer-Card

So findst Du diese Seite:

Symbol:

You can access your customers information card using the customer information icon . This icon is displayed on the right side of each customer in the en:Customer List. In the customer information card, you can view and edit all relevant information about your customer, including address data, customer orders, purchased items, reservations, contacts, and more. The customer information card is also automatically displayed after creating new customers or after an en: New Customer . You can learn more about how the customer record looks and what information it contains on this page.

Structure of the Customer Information Card

1. Icon Bar: Quick execution of various actions.
2. Customer: Customer information and important notes.
3. Management: Additional customer information and the ability to view orders, purchased items, and customer groups.
4. Contact Persons: Overview of registered contacts, including phone numbers and email addresses.
5. Delivery Addresses: Overview of stored delivery addresses.
6. Parcel Labels: Overview of generated parcel labels and the option to create new parcel labels.
7. Customer Contacts: Overview of documented customer interactions via phone, email, etc.

Icon Bar

The icons in the icon bar allow you to quickly perform various actions. Here’s what each icon does:

1. Go to the previous customer card (active customer card with the next lower customer number).
2. Navigate back to the parent customer list.
3. Upload files to a customer file.
4. Create a package label for this customer.
5. Schedule a new appointment for this customer.
6. Create a new task for this customer.
7. Edit the customer file and update customer data.
8. Select invoices for this customer.
9. Start an online search for phone numbers related to the customer's name.
10. Create a new order for the customer.
11. Jump to the last order of the customer.
12. View all invoices for this customer.
13. Send an email to this customer.
14. / Mark the customer as inactive or reactivate an inactive customer.
15. Link this customer file and notes with another customer file: It often happens that a customer appears multiple times in the database. Before marking a customer as inactive, the conversation notes of that customer should be linked with the new or "main customer" to avoid losing old information.
16. Add a new customer.
17. Go to the next customer card (active customer card with the next higher customer number).

Customer

Customer Number

The number at the top left displays the customer number of the customer whose file you have opened.

Customer Information

Below the customer number, you can see the customer's information, such as name and address. By clicking on the map icon , you can view the customer's address on Google Maps.

Customer Note

Additionally, you have the option to view important agreements or notes about the customer under Quick Notes, or, if not already present, to add new notes that you would like to have as an overview when accessing the file. You can save your note by clicking on the save icon .

Management

Data

In addition to important customer data, such as contact information in the form of phone number, email address, and salutation, this tab displays further information like the registered standard payment method, standard discount information, the date of the last invoice, the total amount of invoices, any outstanding invoice amount, the amount of canceled items, the gross revenue of the current year compared to the previous year (period: January 1, 2023, to date - January 1, 2022, to XX.XX.2022), the amount of issued credit notes, how long the customer has been your customer, the payment term in days, the amount of the discount, and the number of reminders issued. Additionally, there is an option to upload and store an image (e.g., of the customer).

SEPA Mandate:

By clicking on the PDF icon, you can download a pre-filled direct debit authorization and SEPA mandate. The document is automatically filled with the customer and winery data stored in the system. This significantly simplifies the process of granting a direct debit authorization, as customers no longer need to manually fill in all relevant information. You can send the document by post or click on the envelope icon to quickly and easily send it to the customer via email.

Data Extract in accordance with GDPR:

By clicking on the PDF icon, you can create a customer-specific data extract in accordance with Articles 13 and 14 of the GDPR. For this, you can specify where the data originates (e.g., first order, personal contacts, etc.) and any other processing locations and transfers of data (e.g., tax advisors or agencies). If you do not want these optional pieces of information to be included, simply uncheck the corresponding box. Click the button "Generate Data Sheet" to output the document.

Groups

In this tab, you can assign customers to one or more customer groups. Simply check the relevant customer group. If you have created multiple categories for your customer groups, you can select a category here and display the customer groups corresponding to that category. Don’t forget to save this process afterward.

Advertising

In this tab, you can record and document your customer’s consent or refusal regarding various advertising channels. If consent has been given, check the box in the Allowed column. Additionally, you can indicate in the Documentation of Consent column how the consent was granted.

For example, if you create a newsletter or a circular, the box should be checked for the advertising channel Email. When selecting customers or in the email settings, you can specify that only customers who have given the appropriate consent will receive a newsletter.

Articles

In this tab, you will find a statistical overview of the items sold to this customer during a specific period. In addition to the number of sold items, the real price (net and gross) and the liter quantity will also be displayed. If you want to save this overview as an EXCEL or PDF file, you can download the corresponding tables by clicking on the EXCEL or PDF icon. You can adjust these and other settings for the relevant statistics by clicking the "Settings" button.

Orders

In this tab, you will find all orders related to the customer. The information is structured the same way as in the Order List.

Tip: For better comparison, detailed statistics, or export, click the customer statistics icon in the top right corner .

Address Articles