Managing Customers in the Partner Web

In the Partner Web, you can easily access and manage customer information. To find a specific store, use the “Search“ field or “Filter” -> ”Apply” button and enter any of the following details:

ID
Customer Name
Type
Stores
Master Store
Email
Phone Number
Registered Date
Last Login Date
Last Order Date
Order Quantity Range
Spent Range
Subscription

You can also customize the displayed columns according to your needs. List the columns according to their importance by moving them manually. The updated list will appear accordingly.

Customer Types

Customers are categorized into two groups: guest and registered.
1. Guest customers place an order without signing up. All the information about the guest is collected during the first order at checkout. Guests can shop in the store if the store owner enables this feature. Through Local Express Partner Web → Company → Settings you can configure the checkout availability for guests on different device types.

If you Enable the checkout, users on the web or mobile app can complete all the purchase steps: put the products in the cart and check out.
The Disabled - cart available mode allows guests to see the prices and put the products in the cart, but they can’t go to the checkout without signing in.
The Disabled - cart unavailable doesn’t allow guests to put products in the cart at all.
The Disabled - cart unavailable - hide prices shows the products with the hidden prices.

Read the full “Company Settings“ guide here.
2. Registered customers place orders by signing up and providing detailed personal information. Registration can be completed via email or mobile phone. When registering by email, customers provide their first name, last name, and address. When registering by phone, personal information is required during checkout. The LE team can configure the signup strategy (both email and phone) according to your needs. Partners can also "Add customer" manually (read under the heading "Adding a New Customer").

Information Available for Both Registered and Guest Customers

General Orders Information:

Total Orders
Total Spent to Date
Average Order Value
Last Order

Orders Section:

Order
Items
Store
Date
Status
Value

Customer Information:

Full Name
Email
Phone Number

Additional Information:

Point Balance - only for LOC SMS Loyalty integration
Subscription - the user agrees to get exclusive offers, sales alerts, and more while signing up
Membership ID - is available for a few loyalty integrations
Allow Age-Limited Products - This option allows one to access and purchase products legally restricted to certain age groups, such as alcoholic beverages or tobacco.
Master Store - the store where the customer initially registered
Registered Date
Last Login Date
Last Activity Date

Other Available Fields:

Birthday
External ID
Shopper Level
Risk Level
Notes
Company Name
Exempt from Taxes

Editing and Registering Customers

You can easily edit a registered customer or register a guest customer.

Adding a New Customer

Customers usually register on their own. But you can add a new customer if there is such a request and manually enter the necessary information to “Add customer” and click “Save”. The information required includes:

First Name
Last Name
Email
Phone Number
Address

Managing customer information efficiently is crucial for providing personalized services and ensuring customer satisfaction. By utilizing the features in the Partner Web, you can easily filter, edit, and add customer details to meet your business needs.