The Customers page lists the customers from your sales channel orders and the customers you add yourself. Click Customers in the side menu to open it. This page replaces the old Contacts page, and old Contacts links open it.
By default, SKULabs creates customers from the orders it imports from your sales channels.
The customer list
The list shows these columns: Name, Company, E-mail, Phone, Location and Tags. Click a column header to sort by it. Location shows the state (or the city when there is no state) and the country.
You can also choose which columns show and save a set of filters and columns as a view, the same as other list pages in SKULabs.
Search customers
Type in the search box to find customers by name, company, e-mail, phone or address. Some tips:
Paste a full address to find the customer at that address.
Type a state or country name alone, for example Florida or Canada, to list the customers there.
Type an e-mail domain with its @, for example @acme.com, to list the customers whose e-mail is at that domain.
On large accounts the count stops at 10,000. If a search matches more, the pager reads "of first 10,000". Add more words or a filter to narrow it down.
Filter by store or tag
Use the Stores filter to show customers from one or more stores. Use the Tags filter to include or exclude customers with certain tags.
Select customers and bulk actions
Check the boxes next to customers to select them. Your selection stays when you change pages. To select everything, use Select all customers, or Select all filtered when a search or filter is on.
With customers selected you can:
Edit tags: add or remove tags on all selected customers.
Export selected: download the selected customers as a CSV file.
Delete customers: remove the selected customers.
To create, rename, recolor or delete customer tags, open the Tags filter and click Manage tags.
Add a customer
Click New customer.
Enter the Client name (required), and an Email or a full mailing address so SKULabs can identify the customer. You can also add Company and Phone.
Save. If a customer with the same e-mail already exists, SKULabs tells you and does not create a duplicate.
Import and export customers
Import: upload a CSV file of customers. A progress bar shows while the import runs. When it finishes, you see how many customers were imported and can download a report of the lines that were skipped and why. See How to import contacts to SKULabs (4064326) for the CSV columns.
Export: choose what to export (Current page, All customers, the selected customers, or the customers matching your search or filters) and which fields to include. SKULabs remembers your field choices for next time.
Amazon customers are left out of exports, as Amazon requires. The export dialog tells you when this happens.
The customer page
Click a customer in the list to open their page. It shows:
Metrics: Orders, Lifetime value, Avg. order and Last order.
Details: company, e-mail, phone, address and tags. Use the copy button to copy the address. Use the Actions menu to Edit customer, Edit tags or Delete customer.
Notes: add a note about the customer. Each note shows who added it.
Price list: assign a price list to give the customer custom item prices, or remove it.
Orders: the customer's orders with their store, order ID, date and amount. Use Find order to search them, and click an order to open it. Click New order to create an order with this customer already filled in.
Customers that come from Amazon can not be edited. SKULabs removes them from the list 30 days after shipment.
On a phone
On a phone, the list shows as cards. Filters and sorting open in a drawer, and a floating New customer button adds a customer.
How are customers used in SKULabs?
SKULabs is not a CRM or marketing tool and can not send marketing e-mails. Customers in SKULabs help you create orders for repeat customers quickly. You can tag customers and use those tags in order filters to prioritize orders from specific customers.