All Customers

BDP helps you keep detailed customer records & manage loyal customer relationships

Online shoppers can create an account to access their previous order history and simplify placing future orders. Customer accounts are associated with a particular email address. Internally, creating a Customer record helps to streamline Orders & Estimates, and expedites customer service in general.

Create Customer

To create a customer record, click "Create Customer" in the upper-right corner of the All Customers page. On the next screen, you'll be prompted to enter Customer name, email, and phone number. Click Save.

Alternatively, Customers visiting your online catalog have the ability to create their account from the front end by clicking the "hamburger" icon (≡) in the upper-right corner. Once an account is created, they'll be able to log in to see their order history and simplify placing orders going forward.

note: online shoppers who are not logged into an account can continue to place orders as a guest

Search your customer list to quickly find an individual or business

Export to generate a .csv file spreadsheet for your projects

Customer Page

Click on a Customer's name to expand details of their customer record, where you'll find:

• Total customer spend

• Quick look into details of their most recent order

• Recent delivery addresses used

• Any notes saved to the Customer

• Timeline and log of recent customer interactions