Customer Module Overview
Introduction to the Customer Module
The Customer Module is the central hub for managing all user data in the system, allowing businesses to:
- Track customer information and behavior
- Classify customers by group, tag, and status
- Manage retail and wholesale customers
- Support customer care, marketing, and sales effectively
This module serves as the foundation for business operations such as orders, loyalty, marketing, affiliate, and customer care.
Scope of the Customer Module
The Customer Module includes 3 main functional groups:
| Functional Group | Description |
|---|---|
| All Customers | Manage the complete list of customers in the system |
| Wholesale Customers | Manage and approve wholesale customers |
| Tag Management | Classify and assign tags to customers |
1. Managing All Customers
The All Customers feature allows administrators to:
- View the complete customer list
- Search and filter customers by multiple criteria
- Export customer data to Excel files
- Manually add new customers
- View detailed information for each customer
Key Management Information
- Personal and contact information
- Order history and spending
- Accumulated points and tasks
- Customer tags
- Creation time and last access time
- Referral source
This feature helps businesses track and care for customers more effectively. It is suitable for tracking behavior, analyzing data, and providing customer care.
2. Managing Wholesale Customers
The Wholesale Customers feature focuses on managing wholesale registration requests.
Key Operations
- Receive wholesale customer registration requests
- Review detailed customer information
- Approve or reject requests
- Manually create wholesale customers
- Configure wholesale customer conditions
Management Statuses
| Status | Meaning |
|---|---|
| Pending | Request is awaiting processing |
| Approved | Customer has been granted wholesale access |
| Rejected | Request is invalid |
This feature helps businesses expand their sales network through wholesale channels. It supports professional management and approval of wholesale customers.
3. Managing Customer Tags
The Tag Management feature allows flexible customer classification based on behavior and characteristics.
Role of Customer Tags
- Group customers by behavior (follow OA, app access, purchases)
- Support customer filtering and segmentation
- Serve personalized marketing and customer care campaigns
Key Features
- Create new customer tags
- Manage the tag list
- Assign one or multiple tags to customers
- Distinguish between manual and automatic tags (if available)
Tag management helps businesses classify and reach customers more accurately. Optimize marketing campaigns based on specific customer groups.
Relationships Between Features
| Feature | Relationship |
|---|---|
| All Customers | Assign tags, track wholesale customers |
| Wholesale Customers | Apply wholesale customer tags |
| Tag Management | Filter and group within the customer list |
The features work closely together, forming a unified customer management ecosystem.
Benefits of Using the Customer Module
- Centralized customer data management
- Clear and flexible customer classification
- Support for accurate marketing and sales
- Enhanced customer experience and care
- Optimized operations and data-driven decision making
Target Users
- System administrators
- Sales staff
- Marketing staff
- Customer care staff
Conclusion
The Customer Module is a core foundation that helps businesses manage, analyze, and leverage customer data effectively. Proper and complete use of the module's features will help optimize business operations and achieve sustainable growth.