Customers

Under the Customers section, you can view all your existing customers and create new ones.

When you first open the Customer section, you’ll be given an immediate overview of all your customers, including their name, address, reference number, and tags.

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You can get more information on any customer by tapping their name.

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Here you can see:

  • Tags (Along with a full description for each tag)
  • Date of birth
  • Gender
  • Reference number (Automatically assigned)
  • Notification status for emails and SMS
  • Entity membership (Your physical and/or virtual entities the customer is associated with)
  • All addresses on file

You can also tap on the Parcel icon to see the customer’s order history.

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Here you can see:

  • Order reference (Automatically assigned)
  • Tags (Along with a full description for each tag)
  • Created (The date the order was added to the system)
  • Owned by (Which entity is responsible for handling the order)
  • Status (Either Routed, New, In progress, On hold, Completed, or Cancelled)
  • Previous task (Green text shows the task was successful, Red text means the task failed)
  • Next task (The next step to be carried out)
  • End task (The final step needed to complete the order)

By tapping on any of the tasks, you will be taken to the Task Info screen.

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If there’s a Wifi symbol next to the task, you’ll need to be online to view the task.

You can also create a new order from the Customer Order screen by tapping on the yellow + symbol (to take advantage of all the different options for managing your orders and tasks, we recommend using PDM Web).

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You can choose which entity will be managing the order, how many packages will be in the order, include any relevant notes and/or tags, and add/remove tasks. Where a customer has default order information saved, this will be automatically filled in.