Adding & editing customers

If you want to edit to a certain customer, go to Customers

On This Page

• Add new company
• Edit
• Discounts
• Show All Orders
• Export Data
• Persons
• Contacts
• Addresses

Add new company

Press on "+" below the list, and Customer editor will appear.

Customer editor:

This section appears to be a tool or interface for users to edit details about a customer, particularly if that customer is a company. The editor can be broken down into several subsections:

1. COMPANY INFORMATION:

   This subsection gathers general details about the company.

   • Name: This field requires the name of the company.

   • Location: A mandatory field for entering the location of the company.

   • Registration number: This might be a unique identification number for the company, perhaps associated with its formal registration in a certain jurisdiction.

   • TAX No.: The tax identification number for the company.

   • VAT payer: A binary choice where one selects whether the company is a Value Added Tax (VAT) payer or not. The options are "yes" or "no".

   • VAT number: If the company is a VAT payer, this could be the specific VAT identification number for the company.

2. COMPANY SETTINGS:

   This subsection is to deal with more specific settings or classifications related to the company.

   • Type: A mandatory field, this may refer to the category of the company, such as whether it's a commercial company, foundation company, etc.

   • State: Another required field, this refer to the operational status of the company (Active Subject, New Wainting, ect.).

3. ADDITIONAL INFORMATION:

   There's room for users to add more details or notes about the company.

After all mandatory field are filled, you can press "SAVE" button.

The comprany's page will be opened. There you will need to create persons, contacts and addresses. All this information persists below.

Edit

Click on the name of the customer you want to edit... for example I choose a customer called Company...

In new window you will find the profile of the chosen Company

In new windows press on "Edit" button on left corner above. New windows with Customer Editor will pop up.

More about Customer Editor in section above.

Discounts

Please follow our article "How to give discount to your TronShop customer"

Show All Orders

This section allows you to review the status of every order placed by a particular company.

At the top, filtering options are available to narrow down your search. Additionally, you can switch to a different customer using the designated field.

Your search isn't limited to just the Order State, Delivery Method, and Order Date. You can also directly input specific order details into the search field.

If you wish to export the data of orders, simply hit the "Export Data" button.

In the export settings, define the Order Dates, Order State, Delivery Status, Supplier, and desired output format (either .json or .xml).

Once you've made your selections, press "Export" to download the file.

Export Data

Please follow our article "Export your customers in .json or .xml"

Persons

You can modify the details of individuals associated with a specific company.

Not only can you add new individuals, but you can also edit or remove existing ones.

Editing Person

A new window displays the contact details of the selected individual from the company, highlighting primary contacts such as email and mobile phone, along with their address.

By clicking the "Edit" button at the top of the screen, you can update the primary information about the company's representative.

Editing Contact

To modify the contact details of this individual, simply click on the pencil icon, and a new window will pop up.

If you want to add a new contact, click the "+" button, and a similar, blank window will appear.

Editing Addresses

In the Adresses category you can modify the adresses details of this individual, simply click on the pencil icon.  If there is empty, then click on "+". A new window will pop up.

This section is designed to capture the detailed address for an individual.

Contacts

This section captures various ways to communicate with a company.

To add new Contatcs to the company. Go to the Contacts category and press button "+".

New window will pop up. You have to enter all needed information.

1. Type of Contact*:

   Users are required to specify the medium of the contact. Options include:

   • E-mail Address: Electronic mail contact details.

   • Phones: Telephone numbers, which could be landline or mobile.

   • Chats: Instant messaging or chat platforms.

   • Socials: Social media profiles or handles.

   • Links: Referring to websites, blogs, or other URLs.

2. Contact*:This is where the specific contact details are entered based on the type selected. For instance, if "Phones" is selected as the type, then here, the actual phone number would be entered.

3. Contact Settings:

   • Use: This might be a field or checkbox indicating whether this contact detail should be used or is active.

   • Purpose*: This determines the reason or context for the contact. Options include:

     • General Company Contact: Used for general inquiries or communication related to a company.

     • Personal Work Contact: A contact method specifically for work-related matters but pertaining to an individual rather than the company as a whole.

     • Personal Private Contact: A more personal means of contact, perhaps for close colleagues, friends, or family.

   • Priority*: This field categorizes the contact based on its importance or frequency of use:

     • Primary Contact: This is the main or most often used contact method.

     • Secondary Contact: An alternative option to the primary contact.

     • Additional Contact: Any contact detail that doesn't fall into the primary or secondary categories.

Addresses

In the Adresses category you can modify the adresses details of this individual, simply click on the pencil icon.  If there is empty, then click on "+". A new window will pop up.

This section is designed to capture the detailed address for an individual.