Customers

Who sees it: dealer and broker accounts only (Gearflow sets the account type). On such an account, account admins and every person who fulfils requests see it. Open it from the main menu: Customers, under Units. A free account sees the list but cannot add customers.

For the steps to add customers, contacts and a discount, and to tag units, see the SOP Customers and their units. This page tells you what each part of the screen holds.

#The customer list

Tabs Active and Deactivated, each with a count, and a search box. Each row shows Name, the first three Contacts and Manage. A deactivated customer's row also shows Reactivate. New customer adds one customer. Import CSV adds many: one row for each contact, and only customer_name is required.

#The Manage window

• Customer name, with Save.
• The contacts, with Edit and delete. Each contact has a Name, Email and Phone, and needs an email or a phone. "Texts off (customer replied STOP)" shows on a contact who stopped texts.
• Units: the customer's machines.
• Pricing: Discount off list, %. Quotes to this customer open each catalog part at its list price less this discount (see Item catalog).
• Deactivate, Delete and Done. You cannot delete a customer that is on a request, or a contact named on a request: deactivate instead. A deactivated customer keeps its history and leaves the pickers.

#Roles a contact can hold on a request

A customer's contact can be named on your requests with no Gearflow login:

#The customer's page

Click a customer's row. The top shows Open requests, Open tickets, Units and Contacts. Edit opens the Manage window. The tabs are:

• Requests: each request that names the customer, split Open and Closed.
• Tickets: the customer's tickets, split the same way. A ticket and the parts request made from it count as two.
• Units: the customer's own machines. They do not show on your main Units page.
• Contacts: the customer's people.
• Activity: newest first: when the customer was added, each request opened, and each change, with who and when.