Customers Overview and Terminology
The Customer Module of the Admin Control Panel (ACP) allows you to manage the customer database with search, add new customer tools, customer tags, sources, and types and by merging duplicates. View, edit, bulk modify and save groups using the search tools to locate customer records by name, address, customer type, subscriptions, tags, purchase and visit history, notes, email campaigns and more.
Customer Tools
(Available in the Customers sub-menu in the Admin Control Panel)
| Search | Two search forms are available in eCellar. The Search > Customers form is a legacy search tool; however it can still be used to create groups, export, and bulk modify results. The updated search tools (in Search > Customers) are very powerful and allow for combined search capabilities with include and exclude terms and enhanced with reports in addition to all the expected features from the legacy search. Learn more in this Article > |
| View | Jump back to the most recent search result set. |
| Add New (quick) | Add a new customer record with only three required fields, and fast features to create a billing and shipping address. Learn more in this Article > |
| Add New (detailed) | for more comprehensive customer records like adding club subscriptions, credit cards and notes, use this version of the customer card. Learn more in this Article > |
| Groups | Saved customer searches. Formerly used for campaigns. |
| Preferences | No longer used. |
| Tags | Create and manage customer tags as a unique identifier to easily search for customers and create saved searches and reports. Learn more in this Article > |
| Sources | Create and Manage the customer sources available in the database. Learn more in this Article > |
| Types | Create and manage the customer types available in the database. Learn more in this Article > |
| Dedupe Tool | Often used after a large data import from multiple databases, the de-dupe tool is a powerful feature to merge customer records based on matching criteria. Learn more in this Article > |
Permission Required: To access the customer tools, your user account must be enabled with two permissions:
1.) Primary access to the Admin Control Panel menu, and
2.) The permission to access the main menu for Customers.
Contact your eCellar User Manager for assistance.
Customer Records
The Customer Record (also called 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. Learn more about working in the customer card in this Article >
Customer Record Terminology and Definitions
| Customer Card |
All customer information is saved to their customer record, and is easily viewed in the customer card. Found through the system in order view, customer results, point-of-sale and ResMgr. |
| Quick Search | Search for a customer or order by customer name or ID. |
| Customer Search | Search form used to filter results and create saved customer groups. |
| Search Results List | The result list view after a customer search. |
| eCellar ID | The unique customer number, assigned by the database in sequence or during data import. The customer ID can be used to search for the customer or their orders. |
| Rank | The rank of a customer is based on purchase volume. |
| Customer Type | Primary categorization of customers, used for discounts. |
| Customer Source | Tracks how the customer record came into the database. |
| First Name | Customer's first name (required). |
| Last Name | Customer's last name (required). |
| Company | optional field in the customer record. |
| Email address | A unique identifier for each customer record, and used to prevent duplicate records. not required, but recommended! Customers with a valid email address can receive receipts and email campaigns. |
| Username | A unique identifier for each customer record, typically the same as the email address. |
| Phone | Customer's primary phone number. Additional fields for a secondary and mobile phone number is available too. |
| Active | Status of customer record. Only active records are found in default searches. |
| Enabled | Controls the customer's online account access. |
| Account Created | Date of customer record creation. |
| DOB | Customer date of birth. |
| Allocation Tier | Used with the Allocation Module, the tier selected will control the customer's personalized offer of products that correspond with their assigned allocation event. |
| VIP Pickup | Enhance customer service and reward customer loyalty by giving your best customers or only local customers the ability to select their pickup location in the checkout process. |
| Tags | Used to identify, sort and report on customer records. |
| Notes | The notes section in a customer record allows you to track all contacts and comments about the customer, including useful information and preferences. Notes are searchable too! |
| Sign Up Date | The date the Wine club subscription begins. |
| Purchase History | By lifetime spending dollars or products purchased. |
Wine Club Tab
| Active Member | A customer with an active club membership. Also called a club subscription. |
| Club Tier | The customers club subscription and level of membership. |
| Shipment Event |
A shipment event is created for each batch of orders to be created by club tier and controls the products included, product pricing and shipping rates. |
| Club Shipping Tables | Flat rate by state shipping tables to be used with club shipment events. These are not the same rates used online and in the POS for daily sales. |
Learn all the details of club subscriptions tools and shipment events in the Wine Club Articles >