In the admin panel: Customer sales points.
What this is
Binding customers to their "home" sales point. When you have several showrooms/branches and each has its own pool of customers, it is convenient to record "this customer is usually served by the Central showroom" — this affects order routing, search and reports by manager.
What you see
A table of your firm's customers. Each row contains:
- Customer (name / company)
- Phone
- External code (if you have an accounting system integration)
- Dropdown "Sales point" — choice among the firm's active addresses that have the "Sales" type (see Customer sales points).
At the top — a search field by name / phone / email / external code. At the bottom — pagination. The data is loaded via AJAX, so a list of thousands of customers is paginated quickly.
How it works
You open the dropdown on the desired row and pick a point — the choice is saved immediately (there is no "Save" button). Changed your mind — pick another one. Want to remove the binding — pick the empty value.
The same operations are also available via the API — convenient for automatic assignment from external systems.
Why bind customers
- A specific showroom's manager sees "their" customers first.
- Sales reports can be sliced by point — to see which branch is stronger.
- In mailings you can send news only to customers of a specific point.
What matters
- The points in the dropdown come from the firm's addresses (the Customer sales points section) with the "Sales" type set. If your dropdown is empty — first set the "Sales" flag on the relevant addresses.
- Binding a customer to a point is not a restriction: the customer can still place an order through any of the firm's points.
- Access — only own firm.