CUSTOMERS
Customers page allows you to manage your customers. Be careful to check that you are on Customers part and not on Groups of customers that we will see later in this article. you can check here 👉 📁.
You can add them by clicking onicon, delete one by clicking on icon or connect to the Webshop with their account by clicking on icon.
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Be sure to save at each step to avoid any loss of information.
📍General
On this tab, you will fill all information about shop, company codes and owner.
📍iZyLabManager
This page displays the setting about account.
Do not forget to validate customer.
📍Webshop
On this page you will set payment information and Webshop users account. As for all interfaces, creation of new data is done by clicking on icon.
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Go to Webshop tab and click on + icon to add an user.
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Save the customer and try to connect as him by using Log in the Webshop button.
📍Addresses
You can have several addresses. You can add them here by clicking onicon.
📍Marketing offers
Here you can set a specific discount for customer and manage marketing offers when they are available.
GROUPS OF CUSTOMERS
The Groups of customers page allows you to create groups of customers to manage several customers easily.
You can delete a group by clicking on, edit one by double-clicking on his line or create a new group by clicking on Add a group button.
You can do an CSV export by clicking on Excel icon on the bottom left.
Adding a group
To create a group you need a name and at least one customer.
To add a customer to a group you have to click on. The customer will appear on the right box called Selected customers.
You can remove one by clicking onicon.