Know Your Customers, Including the Ones Who Never Made an Account

Who is a customer: a shopper with an account, or a guest counted by phone number: every guest order with the same phone belongs to the same customer. A visitor who never ordered is not counted, and an unpaid online attempt does not make a customer.

The List

• Segments as tabs with counts: New (first order within 30 days), Returning (two or more orders), VIP (spent at least ₹5,000), At Risk (returning, no order for 60 days), COD Only, and RTO-Prone (at least 30% of their orders came back undelivered). You change each rule in Settings.
• Search by phone (typed any way), email or name; sort by last order, most spent, most orders, newest or name; filter by tag.
• A summary: customers (and how many have an account), repeat buyers, spent and spent per buyer, average order, each explained.
• EXPORT CSV (up to 10,000) for people allowed to export customers.

The Customer Page

• Since when, contact details with Verified marks, marketing consent, account or guest, last signed in.
• Their figures: orders, spent, average order, returned to origin (with a warning for RTO-prone customers), last order.
• Their orders, saved and recent delivery addresses, store credit with GIVE CREDIT and TAKE BACK, rewards tier, referrals, gift cards, tags (up to 20) and internal notes, and a timeline of everything that happened.

Spending counts confirmed to delivered orders, never cancelled or returned ones, so a cash on delivery customer's spending is real money, not ₹0 and not inflated.

On the Customer Page

• Orders: each with its date, items, payment and status, and ALL THEIR ORDERS to open the Orders list searched by their phone.
• Timeline: orders placed, delivered, cancelled or returned, credit given, tier changes, notes and when the account was made, with a note box on top (notes stay inside the admin).
• Contact: phone and email with Verified marks, account or guest, marketing consent, and when they last signed in.
• Store credit: the balance and the last postings, with GIVE CREDIT and TAKE BACK in a dialog that asks for an amount and a reason and shows your cap.
• Rewards, referrals and gift cards: their tier and its changes, their referral code and friends, and gift cards they bought or received.
• Addresses: saved addresses, and the last places their orders were delivered.

On a phone the page becomes one column in the order a team member needs it: contact, orders, credit, tags, timeline.

Who may see customers, edit them, give credit or export them is decided by your staff roles and checked by the database; exporting names, phones and emails is a separate right. Mercayo's team can fix the segment rules for a store with a reason your admin shows. Your customers are never visible to another store.