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Customer management

Keep account details, pricing and support context together.

Customer management in the store admin with illustrative sample data
Actual interface, illustrative sample data. Prices and records are not live quotations.
01

Retail accounts

Customers can sign up through your storefront. New retail customers receive the default Public retail plan. Keep contact details accurate so order support can identify the correct account.

02

Business accounts

B2B customers use a wallet and an accounting history in addition to the order workflow. Approved top-ups are verified before credit is recorded; a payment return alone is not enough.

03

Customer-specific pricing

Assign the appropriate commission plan to the account. Check the resulting prices and the customer type when onboarding a business buyer.

04

Handle customer information carefully

Limit access to staff who need it. Do not use screenshots containing customer emails, installation codes or payment data in public marketing. Customer management does not include a separate marketing automation suite.

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