ENবাং

7.2Customer detail

One customer's counts, order history matched by phone number, spend from delivered orders, address, notes and marketing consent — the page to read before you send a cash-on-delivery parcel.

Menu:
Customers
Who:
Owner · Manager · Staff
Package:
All packages
Updated:
2026-10-15

Overview

Open a customer from the list to see that person's history. The page answers one question: should you send this person a cash-on-delivery parcel? The three counts (Orders, Delivered and Returned (RTO)) are the evidence, and the risk label only summarises them. The page also shows the orders that match the customer's phone number, what the customer has spent on delivered orders, their address and notes, and their marketing consent.

Owners, Managers and Staff can read this page. Only Owners and Managers see the consent form.

Screen tour

This page opens for one customer at a time, so this guide does not show a picture of it. From top to bottom:

  1. Back to Customers — returns to the customers list.
  2. Name, phone and email — the phone number is a link, so on a phone it calls the number. The date the customer joined sits beside it.
  3. Risk label — at the top right.
  4. History — three boxes: Orders, Delivered and Returned (RTO). A sentence below them reads, for example, "3 of 4 were delivered, 1 came back".
  5. Yellow warning — appears only when at least one order has come back.
  6. Order history — the Spent figure, then the orders that match the customer's phone number.
  7. Address — the address, city and, if there is one, a Note.
  8. Marketing consent — the current status, how consent was given, and when it last changed. Owners and Managers also see the consent form here.

Steps

Judge the risk before a cash-on-delivery order

Steps

  1. Open the customer from the Customers list.
  2. Read the three boxes under History: Orders, Delivered and Returned (RTO). The Returned box is the one drawn in the largest type.
  3. Read the sentence under the boxes, for example "3 of 4 were delivered, 1 came back".
  4. If a yellow box says "came back undelivered. Consider asking for payment in advance next time.", at least one order has been returned. That box is worked out from the full count, so it appears even when the order list below shows only the most recent orders.
  5. Decide whether to send the order as cash on delivery, or ask for payment in advance.

Read the order history and spend

Steps

  1. Find Order history on the page.
  2. Read Spent. It adds up the totals of the delivered and completed orders in the list. Cancelled and returned orders are not counted.
  3. Read the line under Spent: "Worked out from the 3 orders below." It tells you how many orders the figure was worked out from.
  4. Read each order row. It shows the order number, the date, the delivery status, the payment status and the total. Press a row to open that order.
  5. Read the line under the list: "Matched on the phone number — the order list cannot filter by customer." The list is found by phone number, not by a customer link.
  6. If there are more matches than are shown, the line reads "Showing the 5 most recent of 9."

Steps

  1. Scroll to Marketing consent. Staff see the status and its source, but no form.
  2. Read the status badge, Opted in or Not opted in. Below it you see how consent was given and when it last changed.
  3. In How was consent given?, type the source, for example "said so in the shop" or "filled in a form". The field is required.
  4. If you are turning consent on, read the warning: "Turning consent on here overrides an unsubscribe the buyer made themselves."
  5. Press Give marketing consent to opt the customer in, or Withdraw marketing consent to opt them out. While the change saves, the button reads "Saving…".
  6. A Saved. message confirms the change.

Fields

Field Required What it does Example
How was consent given? Yes Records where the consent change came from. It is kept with the change and shows as the source under the status badge. Said so in the shop

Tips and common mistakes

  • No phone number, no history. The order history is matched by phone number. A customer without one shows no orders here, even if they ordered before. The page says so.
  • Spent means delivered money. An order that is still on its way, or one that was cancelled, does not count toward Spent.
  • The warning uses the full count. The yellow box can appear even when none of the orders listed below are returned, because the listed orders are only the most recent page.
  • "Not scored yet" is not an error. The label appears until there is enough history for a risk assessment.
  • Staff can read but not change consent. The consent form is shown only to Owners and Managers.