Working in the Customer Card
The Customer Card is used to view and update the contact information for a customer, and view details like notes, purchase history, tiers, email campaign history and more. This information can be accessed from almost anywhere in eCellar. Click on a Customer Name or eCellar ID to open the card and view or update customer information.
How to open a Customer Card
Anywhere you see a Customer Name or ID in customer and order search results lists, as well as in the POS, order detail view, and ResMgr. When multiple customer a are included in search results, more than one customer card can be open at one time. And it's easy to scroll through each card in the results by clicking on the plus and minus icons in the upper left corner of the card.
Customer Search Results
Order Search Results
In the POS
Tools in the Customer Card
On the General tab of the customer card are icons to jump to other tasks for this customer.
- Shopping Cart icon will load this customer into the POS to begin a sale.
- Allocation-cart is the autologin feature to access a customer's personal allocation store online and assist with checkout.
- RSVP icon will open the Reservations Manager calendar with a new reservation for this customer.
- the Printer icon will format all details of the customer record into a printable version.
Customer Card Details by Tab
The Customer Card contains all customer information in one place. Navigate through the card by a series of tabs.
|General||Core information such as name, email address, phone numbers, customer type and source. Set the customer as active or inactive and enable or disable a customer’s online access. Also help the customer reset their password.|
|Addresses||Add or edit addresses from this tab. Each customer will have a default billing and shipping address. Addresses added to this tab will appear anywhere the customer card is accessed, and are visible to the customer in the My Account section of the website online.|
|Credit Cards||View existing credit card tokens and add a new card on file. Credit cards are safely stored as tokens in the vault directly with the payment gateway, OpenEdge. Once a card is tokenized, it's visible in eCellar by displaying the card’s last four digits and expiration date.|
|Club||Add a new club subscription from this tab. Or edit an existing membership by clicking on the edit pencil icon. Information selected from this subscription tab is used when generating club orders.|
|Notes||Customer notes is a way to track the important details about each person, such as their favorite wines or their spouse’s name. Notes added to the customer card are searchable using customer search. Each note is automatically date/time and user stamped when it's created. Notes can also be added by way of bulk modifying a set of customer records.|
|Tags||A way of adding a unique identifier to the customer record, such as a particular shipping preference, favorite wines, vip or any other tag created. Tags are a handy tool to identify and search for a set of customers. Tags can also be added by way of bulk modifying a set of customer records.|
|Campaigns||This displays the customer’s campaign history including if the email was opened. If the customer’s email address bounces, a technical description of why will be listed here. Also, the customer’s email and postal mail preferences are stored here.|
|Orders||The customer’s order total order history and lifetime spending are displayed as well as each order's detail can be viewed. Order detail can be accessed by clicking on the hyperlink to the order number. Also in this tab is a tool to associate order IDs to this customer directly.|
|Products|| This tab summarizes the customer’s product history organized by SKU. A useful tool to view a customer’s purchase preferences at-a-glance.
Also Found on the General Tab
| Account Status: Active vs. Inactive
This setting allows the account to be marked as Active or Inactive. A customer is rarely deleted from the database but can be marked Inactive so they don’t appear in search results. When searching for customers the default is to look for Active accounts.
| Online Access: Enabled vs. Disabled
This setting will enable or disable a customer’s ability to access their online account.
| Allocation Tier (If applicable)
Used in conjunction with the Allocation Module, this setting selects a customer’s allocation level. Customized purchase offerings are available in the Allocation Event based on their Allocation level.
An Important Note about Credit Cards
eCellar does not store Credit Card data. The Credit Card tab displays the cardholder name, last four digits of the card plus the expiry date; however, this is display only. When a credit card is added to a customer record it is tokenized by the payment gateway, OpenEdge. This token represents the credit card and is stored in the winery’s vault within OpenEdge. If a credit card needs to be updated, the entire card number and expiry date must be re-entered in order to update the token. A credit card can be updated by the customer if they have access to their online account. Or it can be updated in the ACP directly in the customer card or when processing a saved order with a new card. Any updates to the credit card will be saved to the customer card.