Customer Management Overview
The Customer Management system in Hortiprise provides comprehensive tools for managing customer relationships, tracking order history, and maintaining detailed contact information.
Customer Database Features
👥 Customer Information Management
- Contact Details: Store names, email addresses, phone numbers, and physical addresses
- Business Information: Track customer business details and requirements
- Order History: Complete timeline of all customer orders and transactions
- Payment History: Monitor payment patterns and outstanding balances
- Customer Analytics: Track total orders, total spent, and average order value
Customer List Management
📋 Advanced Filtering and Search
- Search Functionality: Search by name, email, phone, or address
- Order Filter: Filter customers with orders vs. no orders
- Email Filter: Filter customers with or without email addresses
- Sorting Options: Sort by name, creation date, or order activity
- Pagination: Navigate through large customer lists efficiently
Customer Data Display
The customer table provides comprehensive information at a glance:
📞 Contact Information
- Customer name and email address
- Phone number with call icon
- Physical address (truncated if long)
- Location pin indicator
📊 Order Statistics
- Total orders with color-coded badges
- Number of quotes generated
- Total amount spent (₹ format)
- Average order value calculation
📅 Timeline Information
- Customer creation date
- Last order date
- Account age tracking
- Activity indicators
👤 Creator Information
- Who created the customer record
- Creator's name and email
- User accountability tracking
- Contact information for follow-up
Customer Actions
⚙️ Available Actions
- 👁️ View Details: Navigate to detailed customer profile page
- ✏️ Edit Customer: Modify customer information and details
- 🛒 View Orders: Quick access to all customer orders
- ➕ Add Customer: Create new customer records
- 🔄 Refresh Data: Update customer list with latest information
Customer Form Features
When creating or editing customers, the system provides:
- Validation: Email format and phone number validation
- Required Fields: Ensures essential information is captured
- Auto-save: Prevents data loss during form completion
- Error Handling: Clear error messages for invalid data
Customer Analytics
📈 Performance Metrics
- Badge System: Visual indicators for customer value (10+ orders: default, 5+ orders: secondary, less: outline)
- Spending Analysis: Track customer lifetime value and spending patterns
- Order Frequency: Monitor customer engagement and repeat business
- Contact Quality: Identify customers with complete vs. incomplete contact information
Integration Features
Customer management integrates seamlessly with other modules:
- Order Management: Direct navigation to customer orders
- Quote System: Track quotes generated for customers
- Communication: Email and contact integration
- Reporting: Customer analytics and business intelligence
Best Practices
💡 Tips for Effective Customer Management
- Always capture complete contact information for better communication
- Use the search function to quickly locate specific customers
- Regularly review customers without orders for follow-up opportunities
- Monitor high-value customers (those with many orders) for VIP treatment
- Keep customer addresses updated for accurate delivery and billing