Customers
Author:
Fluent Commerce
Changed on:
13 Nov 2023
Overview
Customer configuration contains:
- Customer List page
- Customer Details page
Key points
- Customer List page
- Customer Details page
- Account Details
Customer List page
Customer List page displays the list of customers that have previously placed an order.
Layout
To search for and view customer details the Mystique SDK filter component should be used. The Filter component should perform the search based on the following filtering criteria:
- (Customer) Ref
- Status
- Last Name
- Primary Email
- Primary Phone
- Created On
- Updated On
Customer List table displays information in the following columns:
- (Customer) Name: The name of the customer.
- (Customer) Ref: The unique reference of the customer.
- (Primary) Email: The provided email address of the customer.
- (Primary) Phone: The provided contact phone number of the customer.
- Timezone: This is the timezone of the customer.
- Status: The customer’s status.
Name is a link to go to the Customer Details page. Clicking Name opens the Customer Details page.
Customer Details page
The customer detail view provides the following information:
- Personal Information.
- Account Details.
- Billing Accounts.
- Order History.
Layout
Breadcrumbs:
- Back to Customers: Link navigating back to the customer list page.
Personal Information card
Personal Information card displays the following information:
- Name: The customer's first and last name.
- Primary Phone: The customer’s primary contact phone number.
- Primary Email: The customer’s primary email address.
- Country: The country that the customer is from.
Account Details
Account Details card displays the following information:
- ID: The customer’s unique ID.
- Ref: The customer’s reference.
- Status: The customer’s status.
- Created On: Displays the date and time the customer was first created in the database.
- Updated On: Displays the date and time the customer information was last updated.
Billing Accounts
Billing Account table displays information in the columns:
- Ref: The unique reference related to the billing account. Link, which navigates to the Billing Account Details page.
- Status: The status of billing account.
- Type: The type of billing account.
Order History
Order History table displays information in the following columns:
- Order Ref: The unique reference related to the order. Link, which navigates to the Order Details page.
- Status: The current status of the order.
- Order Type: The type of order.
- Order Value: The value of order.
- Creation Date: Displays the date the order was created.
The paging control is placed at the bottom of the tables. It includes the following:
- Label “Rows per page” and a dropdown list right to the label, which is populated with the values: 10, 25, 100 (100 is selected by default);
- Label in the format: Showing - ;
- “<” and “>” icons to navigate to the previous/next pages;
- “<” / “>” icon should be disabled if a user is on the first/last page respectively;
- Pagination should be displayed if more than a set number of entries are available. If there are no entries at all or the number of entries is less than the set number of entries - pagination should not be visible.
Learn more about how to Configure OMS
