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 store cash 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 Redeemed The total rewards the customer has used
- Total Rewards Issued The total rewards given to the customer