RC Manage Customers

KB Article: Admin Dashboard > Customers > Manage Customers

Purpose of the Manage Customers Section

The Manage Customers section in the Admin Dashboard allows rental companies (RCs) to manage their customer database effectively. This feature supports adding new customers, editing existing customer information, and viewing customer activity and order history.

Additionally, customer accounts are automatically created whenever a new order is placed via the website or admin dashboard, ensuring seamless tracking and management of customer interactions. If enabled, this section can also store and verify driver's license information for rental customers.

What This Section Is Used For

1. Customer Management:
   • Add new customers.
   • Edit existing customer details, including contact information, preferences, driver's license information (if applicable), and account status.
   • View customer activity, including orders, invoices, and account balance.
2. Order Association:
   • Ensure each order is linked to a customer account, whether created by the customer or by an admin.
3. Enhancing Customer Experience:
   • Maintain accurate records to provide tailored customer support and service.
4. Automatic Account Creation:
   • Ensure all orders are associated with a customer profile automatically, even for guest orders.
5. Driver's License Information:
   • Record and verify the driver's license details of customers if required by the rental company for regulatory or insurance purposes.

How to Use Manage Customers

Viewing Customers

1. Navigate to Admin Dashboard > Customers > Manage Customers.
2. You will see a list of all customers, with columns for:
   • Customer ID
   • Name
   • Email
   • Customer Group
   • Order Count
   • Total Sales
   • Account Creation Date
3. Use the search bar and filters to locate specific customers:
   • Search by name, email, or customer group.
   • Filter by active/inactive status.

Adding a New Customer

1. Click Add New Customer at the top-right corner of the page.
2. Fill out the following fields:
   • Personal Information:
     • First Name, Last Name
     • Email Address
     • Password (optional; auto-generated if left blank)
   • Address Information:
     • Street Address, City, State/Province, ZIP Code, Country
     • Telephone Number
   • Customer Group:
     • Select the appropriate group (e.g., Retail, Wholesale, Preferred).
   • Driver's License Information (if applicable):
     • Driver’s License Number
     • State or Province of Issuance
     • Expiration Date
3. Click Save Customer to add the customer to the database.

Editing an Existing Customer

1. From the customer list, click Edit next to the desired customer.
2. Modify any of the following sections:
   • Account Information:
     • Update name, email, customer group, or driver's license details.
   • Address Book:
     • Edit, delete, or add billing and shipping addresses.
   • Order History:
     • View a list of all orders placed by the customer, including status and total.
   • Driver's License Information:
     • Add or update license details if required for rentals.
   • Account Settings:
     • Reset password or disable the account.
3. Click Save Customer to apply changes.

Automatically Created Customer Accounts

1. Website Orders:
   • When a customer places an order on the website, their account is automatically created using the provided billing information.
   • Login credentials are emailed to the customer if the system is configured for account activation.
2. Admin Dashboard Orders:
   • When admins create a new order via Admin Dashboard > Sales > New Order, a customer account is automatically generated using the entered details if no existing account is found.

Available Data Fields for Customers

1. Personal Information:
   • Name (First and Last)
   • Email Address
   • Phone Number
2. Address Information:
   • Billing Address
   • Shipping Address
3. Driver's License Information (Optional):
   • Driver's License Number
   • Issuing State/Province
   • Expiration Date
4. Account Information:
   • Customer Group
   • Account Status (Active/Inactive)
   • Password
5. Order Details:
   • Order Count
   • Total Sales
   • Order History
6. Additional Preferences:
   • Newsletter Subscription
   • Preferred Contact Method

Tips for Using Manage Customers

1. Use customer groups to segment and personalize marketing campaigns.
2. Regularly update customer information, including driver's license details, to maintain compliance and accuracy.
3. Use search and filters to quickly find customers and their order history.
4. Verify address and license information to ensure smooth order processing and compliance with rental regulations.

Special Notes on Driver's License Information

• This feature is optional and should be enabled in the Admin Dashboard > Configuration if required.
• Driver's license details can help meet legal requirements for specific rental items, such as vehicles or heavy equipment.
• Expiration dates should be monitored, and the system may flag expired licenses during order creation.