Add / Update Customers

Add New Customer

This functionality allows you to add customers into your system. This action can be carried out on an individual basis, or even in bulk. Using any of the two methods, added customers will be visible in all sections of your account (the web as well as an app).

What are the mandatory details for creating a customer?

Customer name is a mandatory detail, while adding a customer into the system.


1. From the Homepage, click on Customers.

2. On the Customers landing page, click on Add New Customer.

3. A Search Customer Dialog Box will appear. Enter a customer’s name. and click on Add New Customer.


Note

You can also add new customer from the Manage Customer page. Click on Add New Customer .

4. From the following modal that gets displayed, you can change the country field by clicking  on the drop-down and select the country from the list.

5. Additional fields can be added such as mobile number, email, PAN number, GSTIN number if necessary.

6. You can enable the customer credit option for your customer if you want. The following options will be displayed.

Enabling No limit required for Credit & Period will allow your customer to place an order without any credit limit and period time. The customer can place his orders even if his due payments are not cleared.

Enabling Set Limit for Credit & Period will allow you to set credit amount, end period of credit as per every month or days from order creation and specific day of every month or a specific number of days after the order is created.


Note

Customer Credit works like a Khata system. Customers can buy products from your store and pay later, if customer credit is enabled for them. The customer can pay on a specific date of a month or after a specific period after the purchase of goods.

Customer Credit option will be visible only if it is enabled in Payment Settings.


Note
Customers mobile number is mandatory to enable customer credit.

7. The details that you can edit under Set Limit for Credit & Period are as follows:

  1. Enter the amount for which you want to set credit limit for a customer.
  2. Choose whether you want the credit period to end on a specific day of every month (Every Month on ) or specific number of days after the order is created (Days from order Creation).
  3. In case you have selected Every month on, select the date from the drop down.

In case you have selected Days from order creation, enter the number of days in the empty field.

Example
68

In this example, the customer can shop at your store for a maximum amount of Rs 50000. His credit period will end   after 10 days from when the order was created. He will not be able to use Customer Credit further, until the previous dues are cleared.
Example
69

In this example, the customer can keep shopping at your store for a maximum amount of Rs 50000. His credit period   will end on the 31st of each month. He will not be able to use Customer Credit further, until the previous dues are cleared.

8. Enter the name of customer groups, if any. You can add multiple customer groups by separating them with a comma. Customer groups allow you to put your customers in certain groups which can be useful while running campaigns, promotions, discounts etc.


What is a customer group ?

A customer group is sort of a label that you can assign to customers in order to group them under certain criteria to give special discounts and send campaigns to. You can create as many groups as you like (friends and family, repeat customer, VIP, wholesaler, B2B, etc.) and assign customers to them. A customer can belong to multiple groups. When members of these customer groups visit their shopping cart, the group discount will automatically apply to the products in the cart.


Note
A list of groups will be displayed in case they were created previously. You can also add a customer to any group from the manage customer page. Select the Customer from the list and click on Edit in Customer Details section.

9. Once all required details have been filed, click on Continue.

10. Enter the address of the customer, that will be used for all home delivery orders. Adding customer address is not compulsory. We recommend you to add the address for home deliveries. Click on Save to update the changes made.

The newly added customer can be viewed in the Manage Customers page.

1. From the Homepage, tap on Customers .

The following page will be displayed. Tap on Add New Customer.

2. Enter the name or email in the search bar. Tap on Add New Customer to add a new customer.

3. Enter customer details like mobile no., alternate no., email, Permanent Account Number (PAN) & GSTIN.

4. Enable the Customer Credit and select the credit limit. (optional)


Note
  1. Ticking on No limit required for Credit & Period will allow your customer to place an order without any credit limit and period time. The customer can place his orders even if his due payments are not cleared.
  2. Ticking on Set Limit for Credit & Period will allow you to set credit amount, end period of credit as per every month or days from order creation and specific day of every month or a specific number of days after the order is created.

5. Enter any Notes regarding customer. Tap on Continue .

6. Enter the address of the customer, that will be used for all home delivery orders.


Note
Adding customer address is not compulsory. We recommend you to add the address for home deliveries.

7. Tap on the Save to add the customer.

Update Customers

To edit customer follow the given steps:


1. From the Homepage, click on Customers.

2. On the Customers landing page, click on Manage Customers.

The following page will be displayed.


How to add a customer to a group ?

1. From the Customers Landing page, click on Manage Customers.

2. Select a customer from the list and click on Add / Remove Customer Groups.

3. Under Add Groups, select the group for which you want to add that customer.

4. Upon selecting the group, click on Continue to complete the process.

The customer gets added into the group successfully.


Note

You can even add multiple customers into a group at a time. Just select the customers and click on Add / Remove Customer Groups in order to add them in a group.



How to remove a customer from a group ?

1. From the Customers Landing page, click on Manage Customers.

2. Select a customer from the list and click on Add / Remove Customer Groups.

3. Click on Remove Groups.

4. Select the group from which you want to remove that customer.

5. Upon selecting the group, click on Continue to complete the process.

The customer gets removed from the group successfully.

3. Click on any customer name from the Manage Customer list. You can also search for a customer by entering the customer’s name, mobile number, email or customer ID in the search bar. The following page will be displayed.

  1. You can edit customer details like name, email address, alternate number etc. Click on Edit to edit details.
  2. This denotes that the customer will receive all promotional SMS and emails. This will not be displayed for users who have unsubscribed to them.
  3. Displays the Customer Credit feature for the customer. If enabled,the assigned credit limit and period will be displayed. If it is not enabled, the following message will be displayed along with an option to enable it.
  4. Display the pending payment details for that customer. To know more about Payment Pending Customers, click here.
  5. You can notify the customer about pending payments by clicking on Notify
  6. This section displays the current address of the customer in the system. Click on  to edit the address.
Note

You cannot change the credit limit of an existing customer to less than the outstanding amount. The following error message will be displayed.

Searching, Sorting, and Filtering

Searching

You can search for a customer using the Name, Mobile no. Email or Customer Id.

Sorting

The list of customers can be sorted with respect to the Customer Details, Credit Details, Pending Amount and Pending Since.

The ↑ arrow indicates the ascending order (oldest first). The  ↓ arrow indicates the descending order (latest first).

Filtering

You can filter the customer based on Credit limit.

  • All: Displays all the customer.
  • Customers with Credit Limit: Displays the customer who has a credit limit.
  • Customers without Credit Limits: Displays the customer without the Credit limit.

Request for Customer Rating

This functionality allows you to request your customers to rate you on Justdial’s website.

These ratings will be added to your overall customer rating on www.justdial.com.

On using this functionality, an SMS will be sent to the customer, requesting him/her to rate you on Justdial. A URL for the same will be sent to the customer.

Note
Customer’s mobile number is mandatory to send request for rating.

1. From the Homepage, tap on Customers.

2. The following page will be displayed. Tap on View All Customers.

The following page will be displayed.

3. Tap on any customer whose details you want to view. The following page will be displayed on your screen.

Customer ID : Displays the customer ID.

  1. Contact Information : Displays customer details like Contact No., Alternate Contact No., Email Id etc.
  2. Payment Pending : Displays payment pending details like from how many days payment is pending, amount, outlet and number of orders if any.
  3. Credit Details : Displays details of customer credit if any.
  4. Address Book : Displays the customer address.

4. In case you want to edit customer details, tap on Add New Customer and search for the customer name that you want to edit. The following customer details will be displayed.

1. You can edit the customer details like name, contact details, email.
2. You can add the PAN number for the customer.
3. You can enter the GSTIN number for the customer.
4. You can edit/enable customer credit for the customer.


Note

You cannot change the credit limit of an existing customer to less than the outstanding amount. The following error message will be displayed.

5. You can add/edit notes regarding the customer.

Tap on Continue and the address page will be displayed, where you can add/edit the address.

Export Customers

This feature allows you to download a list of all the customers that are present in your system.


1. From the Homepage, click on Customers.

2. From the Customers landing page, click on Manage Customers.

3. Click on Import/Export Customer > Export.

4. An Export Customers dialog window appears. Click on Export Customers.

An Excel file sheet gets downloaded containing the list of customer details registered into your system.


Please Note
This feature is currently unavailable in mobile.
You can export customer list only through computer.

Import Customers

This functionality can be used to add customers into your system in bulk. Simply enter the customer details in the excel file according to the standard layout, and upload the file into your account. All entries present in the Excel file will be added as customers in your account.


1. From the Homepage, click on Customers.

2. From the Customers landing page, click on Manage Customers.

3. Click on Import/Export Customer > Import.

4. An Import Customer dialog window appears. Click on Choose File. Browse the file from your computer and select it. The file name will appear next to the Choose File and click on Upload File.


Note
You can click on the Sample Excel file (.xls) to download a sample of the file that needs to be uploaded.
We recommend that you download the sample template, and add your customer info in the downloaded file. This will minimize errors.

5. Your file will be uploaded in your account, and you will be able to see the status in Import Customers History dialog window.


Note

In case the upload was not successful, the status of the upload would be Validation Failed.


Note

Customer data can be imported by clicking on Upload Customer List Excel on the Customer’s landing page.

Import History

This option gives you a brief history of each time an import function was carried out from your Customers section and the status of each import.

1. From the Homepage, click on Customers.

2. From the Customers landing page, click on Manage Customers.

3. Click on Import/Export Customer > Import/Export History.

5. An Import Customers History dialog window gets displayed showing the list of uploaded files.


Please Note
This feature is currently unavailable in mobile.
You can import customer list only through computer.

Delete Customer

This option allows you to delete customers from your database.


1. From the Homepage, click on Customers.

2. From the Customers landing page, click on Manage Customers.

The following page will be displayed.

3. Click on the customer that you want to delete and the following page will be displayed.

4. Click on Delete and from the following pop-up, click on Delete Customer and the customer will be deleted successfully.


Please Note
This feature is currently unavailable in mobile.
You can delete customers only through computer.
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8 thoughts on “Add / Update Customers”

  1. how to export all customer details | how to export your customer list | how to export customer contact information to excel ~ #exportcustomers

  2. how to add customers in bulk | how to import customers | how to import customers using excel ~ #importcustomers

  3. how to group customers | how to add a person to a customer group ~ #addtocustomergroup

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