Customers
Skustack enables you to create accounts for your Customers, so you can personalize their shipping preferences, payment terms, specific pricing agreements, and individual contact information. You can take advantage of the default settings on customer profiles to streamline order processing, eliminating the need for manual adjustments.
There are two types of Customer profiles in Skustack – Wholesale and Retail. Wholesale Customers usually represent businesses that purchase products in significant quantities, frequently at discounted prices. Retail Customers represent the individual buyers that purchase smaller quantities from your local stores. The following article will guide you through the creation, customization, and general management of Customer profiles in Skustack.
Manage Customers
With Skustack you can create and configure Wholesale and Retail customers, edit their profile information, export their data, delete customer accounts that are no longer needed, and identify Repeat customers.
Create Customers
To create a Customer profile:
Navigate to the Skustack Admin portal at https://xx.skustack.com (replace “xx” with your server ID or team name).
Enter your login credentials.
From the menu on the left select Customers and click on the + icon.
Select the desired customer type – either Retail or Wholesale.
Populate the required information:
Company – Use the dropdown to select for which company the customer applies.
First Name – The buyer’s given name.
Last Name – The buyer’s surname. Required field only for Retail customers.
Email – The customer’s email address.
Business Name – The business entity identifier. Required field only for Wholesale customers.
Optionally add a contact Phone number.
Click Save.
Once added, the buyer will be automatically identified as per the chosen customer type – Retail or Wholesale, and their future orders will be marked accordingly.
Edit Customers
Once created, you can edit customer properties as needed.
Navigate to Customers and open the desired profile.
Click on the Edit button at the upper right corner of your screen or the panel’s Edit icon.
Apply your changes and click Save.
Delete Customers
If a customer’s profile is no longer needed, you can easily delete it in a few simple steps:
Navigate to Customers and select the desired profile.
Access the Actions menu and choose Delete.
Actions
You can seamlessly manage multiple Customer profiles via the available operations in the Actions menu.
Navigate to the Customers section and select the desired profiles from the grid.
Click on the Actions menu and choose from the following:
Export – This action exports information about the selected customers in the chosen file format (CSV,TAB Delimited, or Excel).
Add to Group – Choose this action to add your customers to an existing Customer Group or create a new one to include them in.
Hide – Hides customer profiles.
UnHide – This option enables you to undo the above action. To use it, filter by hidden customers (Include Hidden Customers – Yes) and select which profiles to unhide.
Merge Customers – This action allows you to merge multiple customer profiles into one.
Create Customer… – An alternative option to create a new customer profile.
Delete – Irreversibly deletes customer profiles.
Customer Settings
You can configure a variety of common customer properties in the different profile panels described below.
General Settings
The General Settings Panel contains the following customer details:
Title – Customer profile’s title.
First Name – The buyer’s given name.
Middle Name – The buyer’s middle name.
Last Name – The buyer’s surname. Required for Retail customers.
Email – The customer’s email address.
CC Email – An email that will receive a copy of the message sent to the original email mentioned above.
Business Name – The business entity identifier. Required for Wholesale customers.
Business Aliases – Alternative business names used for purposes like branding or legal registration.
eBay User ID – Enter your customer eBay User ID, if applicable.
Source ID – Wholesale customer data Source ID, if applicable.
Wholesale Customer – This checkbox indicates whether the customer is a Wholesale customer, or not.
Internal Settings
The following settings display Skustack’s internal information about the customer’s account managers, salesmen, creation date, and more.
Company – Select the Company under which the client is created.
Account Manager – Customer’s account representative.
Account Manager Commission – Account manager commission’s percentage.
More Account Managers – Click on the dropdown to view additional manager details.
Salesman – Salesman email address.
Comments – Any customer-related comments.
Rating – Select the customer’s rating from the dropdown
Created On – Profile’s creation date.
Contact Info
In this panel, you can add the customer profile’s contact details such as Fax, Phone and Mobile number/s.
Customer Groups
Here you can see all customer groups in which the particular buyer’s profile is included. Here you can also add the customer to a new or existing group.
Addresses
In this panel, you can view and add the buyer’s billing and shipping addresses.
Based on the customer type some profile features vary. More information about the customer specifics can be found in the following sections.
Wholesale-Specific Settings
Additional configuration of the Wholesale Customer Profiles can be done in the Order and Wholesale Options panels.
Order Options
Here you can customize various Wholesale Order settings such as:
Tax Exempt – If enabled, the feature automatically marks Wholesale orders as tax-exempt to prevent applying unnecessary taxes. Identify exempt Tax ID, Tax Exempt Type and Manage Exempt States, to additionally specify the default taxes, applicable to the Wholesale Customer’s orders. This setting is also available for Retail Customers.
Order Handling Fee – Define the default order processing charge, applied to every order from this Wholesale Customer. This setting is also available for Retail Customers.
Apply Shipping Charges To Order Total – To add incurred shipping charges to the order total.
Allow Shipping Unpaid Orders – You can permit the shipping of orders without immediate payment for specific customers, as payments are typically settled periodically. This setting is also available for Retail Customers.
Disable Ship Notification – Enable this setting to prevent Skustack from sending shipping notifications to the customer. This setting is also available for Retail Customers.
Invoice Options – Configure a Wholesale Invoice, to determine the default invoice settings for wholesale orders. This setting is also available for Retail Customers.
Discount Price Options – Here you can set a discount that will be automatically applied to the customer’s orders. Select a WholesalePriced Discount percentage that will be valid for products with Wholesale prices, or check the Enable Cost-Based Pricing box, and you will be able to set a Percent to Add discount for the selected Cost Type – Site Cost, Last Cost, or Average Cost.
Wholesale Options
You can outline custom Payment Terms for each Wholesale Customer:
Credit Terms – Select a default time frame from the dropdown menu, within which the customer must process the payment.
Credit Limit – Configure the maximum amount of credit per payment term.
Billing Cycle Start Date – Select a billing cycle start date for the Credit Term.
Shipping Preferences
You can also determine additional settings, such as Shipping Carrier, Method, and Shipping Charges, through the Customer’s Shipping Preferences page.
Once configured, the shipping carrier and method will be assigned to orders under that Customer.
Repeat Customers
Repeat Customers in Skustack are buyers who have placed more than one order. The definition is based on the frequency of the orders, rather than their total number or transaction values. You can easily identify your Repeat Customers, by using custom search filters:
Navigate to Skustack Customers and click Add Filter.
Search for Repeat Customers, add the filter, and from its dropdown, choose Yes.
Click Search.
The list of your Repeat Customers will be displayed on your screen.
Export Repeat Customers
To export detailed Repeat Customer information, such as the total number of orders or the orders’ total price, use the Export action on the Manage Customers page.
Navigate to Customers and search for Repeat Customers as described above.
Select the desired profiles, click on the Actions menu, and choose Export.
The following pop-up prompts you to select Export Type and Export Format.
Click Schedule Export.
A Queued Job will be generated, from which you can monitor the status of the export and download your output file.