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 add them by clicking onicon, delete one by clicking on icon or connect to the Webshop with their account by clicking on icon.

You can edit a customer by double clicking on its line.

You can do an CSV export by clicking on Excel icon on the bottom left.

Adding a customer

Customer creation is done through five tabs:

General
iZyLabManager
Webshop
Address
Marketing offers.

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.

You will also be able to log in Webshop as the optician desired.

For creating a login for the WebShop, here how to do it:

Step 1:

Go to Customer page and double click on the customer for which you want to create a Webshop account.

Step 2:

Go to Webshop tab and click on + icon to add an user.

Step 3:

Fill all information (a generated passward is proposed, you can still edit it) and click on confirm.

Step 4:

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.