Navigate to Customers: Locate the "Customers" button on the navigation bar within the Webplanex Wallet app.
View Customer List: This screen displays a list of all your customers.
Customer Details: Each entry likely shows details like customer name, email current wallet balance.
Search: Search for specific customers using their name or email address for quick access.
Manual Balance Adjustment: If needed, you may be able to manually adjust a customer's wallet balance within the app.
Transaction History: View a customer's individual transaction history to track Points earnings and spending activity. You can also export transaction history.
Export List: You can export the entire customer list for record-keeping or external analysis.
Import Customers: The app allow you to import a list of new customers with necessary information.
Customer Details Page
The Customer Details Page provides a complete overview of an individual customer’s activity, rewards, and order history.
How to Access the Customer Details Page
- Go to the Customer section in your dashboard.
- Click on the customer whose details you want to view
What You Can See on This Page
On the Customer Details Page, you can view the following information:
- Order Details – A complete history of the customer’s orders.
- VIP Tier Status –Displays if the customer is part of any VIP tier
- Rewards RedeemedThe total rewards the customer has used
- Total Rewards IssuedThe total rewards given to the customer