Customer intelligence

Customer Profiles

All orders Production queue Notifications New order Admin Users Archived orders Permanent details, order history, and buying patterns
1

Customers

Search profiles created from saved orders or add a new customer.

Customer database not checked yet.

2

Account Snapshot

Current customer health, open work, saved files, and next actions.

New order

Open Orders

0 active

Action Prompts

Operational checks
3

Customer Profile

Permanent information used across future orders.

Default Discount

This discount can prefill new orders for this customer, then be changed per order.

Account Credit

Store credits, overpayments, and manual credits that can be applied to future orders.

Available credit $0.00 Applied credits are tracked in the ledger below.

Save or open a customer profile before adding account credit.

4

Merge Duplicate Profile

Move duplicate history and files into the customer profile currently open above.

Select a saved customer profile to merge duplicates.

5

Customer Files

Attach permanent documents such as tax exemption certificates, purchase orders, W-9s, contracts, logos, and billing forms.

Select or save a customer profile before uploading files.

6

Customer Metrics

Automatically calculated from saved active and archived orders.

7

Buying Patterns

Most purchased items, timing patterns, status mix, and yearly purchase tallies.

Most Purchased Items

Category Mix

Peak Order Dates

Status Breakdown

Yearly Purchase Tallies

Monthly Activity

8

Past Orders

Open, duplicate, archive, and completed orders for this customer.