Managing Customers

Venditan Commerce helps you to build profitable post-purchase relationships and maintain a high level of customer service.

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Create and edit Customer Data

Manually create or edit Customers and their data when needed.

Editable Customer Details:

• Title

• First Name

• Last Name

• Billing Addresses

• Postal Addresses

• Phone Number

• Email Address

• Gender

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Create and edit Customer Orders

Easily create new Orders for Customers or edit Orders they have already placed.

This functionality can be used to take telephone orders and process payments over the telephone.

Learn more: Order Capture & Management

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Review Account and Communication History

You can browse a list of all Orders, Payments, Refunds, and Order Statuses, along with every email sent to and received from Customers via Venditan Commerce.

Emails can be resent from the Customer View screen as needed.

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Create and share a Basket

Build a basket for a Customer and share it with them checkout on your website.

The created basket can be provided to the Customer via a website link.

This enables you to enhance customer service by providing custom Pricing, special offers, products not listed on your website, or assistance if they encounter difficulties during the checkout process.

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Add Notes to Customer Accounts

Post private, internal notes on Customer Accounts detailing vital information to keep all team members updated.

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Assign tasks in a Customer Task system

Assign Tasks to be carried out for specific Customers and set reminder alerts and notifications for yourself.

Each Task includes:

Data	Purpose
Title	Provides a clear, concise description of the Task to be completed.
Assignee	Identifies the User responsible for completing the Task.
Deadline	Ensures timely completion by setting a specific date or time for the Task.
Priority	Helps organise Tasks by importance and urgency.
Status	Tracks the progress of the Task, e.g. Pending, In Progress, Completed.
Action	Specifies the next steps or actions required to complete the Task.

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Adjust a Customer's E-Vouchers

Review the E-Vouchers assigned to a particular Customer and credit them with new E-Vouchers for any amount required. Further adjustments can be made from the E-Voucher management screen.

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Merge two Customer Accounts

Merge two Customer Accounts and combine them into one.

The following information is merged into one Customer Account:

• Events

• Enquiries

• Loyalty transactions

• Reviews

• Discounts

• Promotion Codes

• Payment Receipts (a record of the customer’s online payments)

• Customer Tags

• Account History (a monetary record of payments and refunds)

• Web Orders

• Store Orders

• Loyalty Points

• Customer Attributes

• Salesperson Links

• Storage Links (for our Customer Product Storage feat

When merging two Accounts, one Account is selected as the Master and retains Customer Details.

Additionally, Venditan Commerce contains an automated version of this process. It attempts to merge Customer Accounts when a Guest places an Order on the website, even if they already have a complete account.

Customer Account merges are irreversible and the Customer is not automatically notified of the merge.

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Disable a Customer Account

Temporarily or permanently disable a Customer from logging into their Account.

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Force a Password Reset for a Customer Account

Require the Customer to update their password upon their next login.

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Generate Customer Reports

Venditan Commerce contains several customer-focused Reports.

Learn more: Reports & Analytics (Customers)