The customers page is on the more ... menu drop-down beside your initials in the top right. This page lists all your customers and allows you to filter them by name or group.
There are four ways to add customers in VeggieCropper:
- Manually from the customers page by clicking ' + Customer'.
- On the fly, when manually creating a harvest
- When a customer completes an online order form for the first time
- Importing orders from another platform
The email and phone number will show as active links on the Customers page you were just on, giving you a simple contact list of customers.
Field descriptions on the customers page:
Name - This can be a company name and is used as the name listed on the "Customers" page.
Contact name - This is intended to be the actual
Groups - You can add this customer to one or multiple groups. Read more on the Groups help doc page here. These groups act like tags where you can tag a customer with a location, customer type, CSA share type etc.
Grouping customers is essential for using the Auto Order feature in "Online order form". Placing auto orders will automatically place orders (and create the relevant harvests and packs) for each customer