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Managing your clients
Updated over 2 weeks ago

FAQs covered in this article :

Navigate to Commerce > Clients to view your full list of clients.


Steps to manage and edit client information:

  1. Edit client details

On the individual client page, you can:

  • Adjust the price tiers clients belong to.

  • Update the main contact information.

  • View the number of orders and their total value.

2. Access client information

Click on a specific client to view their full profile, which includes:

  • Address and contact details.

  • Options to assign them to a loyalty program.

  • Pricing agreements for specific products.

  • A complete order history.

How do I contact a single client directly ?

To message a client directly, click the ‘Contact Representative’ button located in the top-right corner of their profile.

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