Checking customer information

In UpMenu system you can easily check data and information about each client or generate a report in an MS Excel file, in which you can verify e.g. consent to receive the newsletter, the number or value of orders.

  1. Go to "Reports" → "Customers".
  2. Use the search engine to find the customer whose data you want to verify. You can also do it manually by searching the list or use the "Download" option to generate the report in MS Excel file.
  3. Go to "Details" option next to the chosen customer to display information about this account, including:
    - Contact details
    - Consent to marketing contact
    - Date of account creation
    - Assigned permanent discount
    - Order history.
  4. In the "Options" field you can update the permanent discount or delete the customer's personal data.

Blocking the possibility of placing orders

If you suspect abuse on the part of the customer, you can block orders for a specific e-mail address at any time.

  1. Go to "Reports" → "Customers".
  2. Search for customer data by using the list or the search engine.
  3. Click "Details" next to the chosen customer, and then turn on the "Block ordering for this user" option.
  4. The customer entering this e-mail address when placing the order will see information that his order cannot be created at this time.

Removal of customer's personal data

If, due to the protection of personal data, you don't want customer data to appear in UpMenu system, you can remove them at any time.

  1. Go to "Reports" → "Customers".
  2. Search for customer data by using the list or the search engine.
  3. Click "Details" next to the chosen customer → "Options" → "Clear personal data".
  4. Deleted personal data will no longer be visible in the system or in reports.

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