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Understanding the Customers Tab in the Corksy POS
Using Filters and Actions in the Customers Tab
Understanding the Customers Tab in the Corksy POS
This article provides an overview of the Customers tab in the Corksy POS. While it includes core customer details, it offers fewer features than the Corksy Admin Portal. For most customer maintenance, we recommend using the Admin Portal.
Searching for Customers
At the top of the Customers tab in the Corksy POS, you can search for a customer using any of the following:
First name
Last name
Email address
Phone number (if provided during account creation)
This helps quickly locate an existing customer to view or edit their profile.
Columns
When viewing the Customers tab in POS, you’ll see the following columns:
Name: Displays the customer’s full name.
Note: Sorting is not available in the POS view.
Contact: Shows the customer’s email address and, if provided, their phone number.
Orders: Indicates how many orders the customer has placed.
Average Order Value: The average dollar amount per order based on their purchase history.
Actions: Includes options to:
Edit customer
View customer details
Assign to a wine club
Using Filters in the Customers Tab
You can apply several filters in the POS to help manage and segment your customer list. These filters are more limited than those in the Admin Portal but still allow basic sorting.
1. Payment Method Filter
All (default)
Active: Customers with a card on file
Inactive: Customers without a saved payment method
This filter is helpful when reviewing wine club billing eligibility or managing customer payment info.
2. Customer Type Filter
All
Account: Customer has registered for a Corksy account
Guest: Customer checked out without creating an account
Wine Club: Customers who are wine club members
Other: Additional customer classifications
3. Password Status Filter
All
Completed: Customer has signed up through the eCommerce site and created a password
Incomplete: Customer has not completed eCommerce sign-up