🇬🇧
Unifi Ecommerce Hub - Help Centre
ENGLISH
ENGLISHMALAYSIA
ENGLISH
ENGLISHMALAYSIA
  • 👋Help Centre
  • Overview
    • 💡What is unifi eCommerce-Hub?
    • 💡What is Centralised Distribution?
    • 💡What is Web Store?
    • 💡What is Social CRM?
    • 💡What is Centralised POS?
  • Product Guides
    • Single sign-on page (SSO)
      • Registration
      • Log-in
      • Forgot password
      • Product page
      • Billing
        • Your plan
        • Plans
        • History
      • Setting
        • Multi-factor authentication
        • Account information
        • Change password
    • Centralised Distribution
      • Getting Started
      • Home
      • Analytics
        • Dashboard
          • Data presentation
          • Additional actions
        • Shop Performance
          • Data presentation
          • Additional actions
        • Products
          • Data presentation
          • Additional actions
        • Orders and Delivery
          • Data presentation
          • Additional actions
        • Customer
          • Data presentation
          • Additional actions
      • Product Management
        • Product details
        • Add product
        • Edit product information
        • Deactivate/Delete product
        • Export product data
        • SKU Management
          • SKU group details
          • Add new SKU group
          • Edit an SKU group
          • Delete an SKU group
      • Order Management
        • Order details
        • Order processing
          • Confirm order
            • Confirm Shopee order
            • Confirm Lazada order
            • Confirm Web Store order
              • Self-delivery order
              • 3PL delivery order
              • Order process with J&T Express
            • Confirm Social CRM order
              • Self-delivery order
              • 3PL delivery order
              • Order process with J&T Express
          • Cancel order
            • Cancel Shopee order
            • Cancel Lazada order
            • Cancel Web Store order
            • Cancel Social CRM order
          • Change order status
            • Changing Web Store order status
            • Changing Social CRM order status
          • Print waybill
      • Customer Management
        • Customer details
        • Customer segment
        • Add customers to customer segment
        • Remove customers from customer segment
      • Setting
        • My account
          • Edit account information (Owner account)
          • Change account password (Owner account)
          • Edit account information (Staff account)
          • Change account password(Staff account)
        • Sale channel
          • Integrating e-commerce platforms
            • Integrate TikTok Shop
            • Integrate Shopee
            • Integrate Lazada
            • Integrate Web Store
            • Integrate Social CRM
            • Integrate Centralised POS
          • Deactivate/Remove integrated e-commerce platform
        • Logistics or Delivery partner
          • Add a delivery partner
          • Add JnT Express
          • Delete a delivery partner
        • Staffs management
          • Add staff
          • Edit staff information
          • Deactivate or Delete staff
        • Customer ranking
          • Condition Setting
        • Low stock management
          • Set low stock level
          • Reset to default low stock level
        • Template
          • Select a template
    • Web Store
      • Getting Started
      • Home
      • Web builder
        • General
          • Template Selection
          • Basic Information
            • Edit shop information
        • Page Configuration
          • Home Page
            • Banner (Hero size)
            • Product listing
            • Banner (small size)
            • Category listing
            • Article listing
            • Rich text
          • Product Page
            • Product filter
            • Product sorting
            • Product listing
            • Additional components
          • Articles Page
            • Article filter
            • Article sorting
            • Article listing
            • Additional components
          • Cart
            • Additional component
          • Check out page
            • Additional components
          • Order Tracking Page
            • Additional components
        • Menu Configuration
          • Header
            • Add a new tab/sub-tab
            • Modify a tab/subtab name
            • Modify a tab/sub-tab position
            • Delete a tab/sub-tab
          • Footer
            • Add a new tab/sub-tab
            • Modify a tab/sub-tab name
            • Modify a tab/sub-tab position
            • Delete a tab/sub-tab position
      • Content Management
        • Products
          • All Products
            • Product details
            • Add product
            • Edit product
            • Unpublished and Delete product
            • Export list of product
          • Product Category
            • Category details
            • Add a Category/Sub-category
            • Edit a Category/Sub-category
            • Unpublished or Delete a Category/Sub-category
            • Export list of Category/Sub-category
          • Brand
            • Brand details
            • Add a brand
            • Edit a brand
            • Unpublished or Delete brand
            • Export list of brand
          • Variant Group
            • Variant group/variant details
            • Add a variant group and variant
            • Edit a variant group/variant
            • Export list of variant group/variant
        • Articles
          • All Article
            • Article details
            • Add article
            • Edit article
            • Unpublished and Delete article
            • Export list of article
          • Article categories
            • Article category details
            • Add article category
            • Edit article category
            • Unpublished and Delete article category
            • Export list of article category
        • Media
        • Email template
      • Sale Operation
        • Discount
          • List of discounts
          • Add discount
          • Edit discount
          • Deactivate or Delete discount
          • Export list of discount
        • Orders
          • Order details
          • Export list of orders
        • Customers
          • List of customers
          • Export list of customer
      • Setting
        • Staff Management
          • Add staff
          • Edit staff information
          • Deactivate or Delete staff
        • Payment method
          • Integration with Stripe
          • Integration with Billplz
        • Delivery method
        • Domain connection
        • 3rd Party Integration
          • Facebook Chat plug-in
          • Facebook/Meta Pixel
          • Google Analytics
        • Account details
          • Edit account information (Owner account)
          • Change account password (Owner account)
          • Edit account information (Staff account)
          • Change account password (Staff account)
    • Social CRM
      • Getting Started
      • Home
      • Analytics
      • Conversation
        • Chat & Comment
          • Navigation section
          • Workspace
          • Contextual information
          • Reply conversation on WhatsApp
          • Reply conversation on Lazada Seller
        • Response history
          • List of responses
          • Export list of responses
        • Guest management
          • Guest details
          • Export list of guests
      • Sale operation
        • Discount
          • List of discounts
          • Add discount
          • Edit discount
          • Deactivate or Delete discount
          • Export list of discounts
        • Order
          • Order details
          • Export list of order
        • Customer
          • Customer details
          • Export list of customer
      • Settings
        • My Account
          • Edit account information (Owner account)
          • Change account password (Owner account)
          • Edit account information (Staff account)
          • Change account password (Staff account)
        • Staff Management
          • Add staff
          • Edit staff information
          • Deactivate or Delete staff
        • Channel Integration
          • Integrating Facebook
          • Integrating Instagram
          • Integrating Shopee
          • Integrating WhatsApp
          • Integrating Lazada Seller
        • Tagging management
          • Create a new tag/tag group
          • Edit tag/tag group information
          • Delete a tag/tag group information
        • Response Template
          • Normal response template
            • Create a template
            • Edit a template
            • Delete a template
          • Auto suggestion
            • Create a template
            • Edit a template
            • Delete a template
          • Auto response template
            • Create a template
            • Edit a template
            • Delete a template
        • Unsafe keyword
          • Adding new phrase
          • Modify a phrase
          • Delete a phrase
        • Guest level
        • Delivery management
        • Automation Configuration
        • WhatsApp order form
    • Centralised POS
      • Getting Started
      • Analytics (Dashboard)
        • Revenue report
        • Best selling product
        • Sale diary
      • Product group management
        • Product group details
        • Add product group
        • Edit product group information
        • Delete product group
      • Product management
        • Product details
        • Add product
        • Edit product information
        • Delete product
        • Export product data
      • Selling Process
        • Create sale order
          • Select product for selling
          • Adjust pricing and discount (optional)
          • Select payment method (optional)
          • Enter customer information (optional)
          • Recieve money and return change
          • Confirm order and print out receipt
        • Create return order
          • Select existing order for return
          • Adjust return quantity
          • Add return fee
          • Confirm order and print out receipt
      • Invoice Management
        • Sale invoice
          • Sale invoice details
          • Edit sale invoice information
          • Print sale invoice
          • Delete sale invoice
          • Export list of sale invoice
        • Returned invoice
          • Return invoice details
          • Edit return invoice information
          • Print return invoice
          • Delete return invoice
          • Export list of return invoice
      • Stock Management
        • Import product
          • Import invoice detail
          • Create import invoice
          • Edit import invoice information
          • Print import invoice
          • Delete import invoice
          • Export list of import invoice
        • Return import product
          • Return product invoice
          • Create return product invoice
          • Edit return product invoice
          • Print return product invoice
          • Delete return product invoice
          • Export list of return product invoice
        • Shipping product between branches
          • Shipping ticket details
          • Create shipping ticket
          • Receiving shipping ticket
          • Edit shipping ticket information
          • Print shipping ticket information
          • Delete shipping ticket
          • Export list of shipping ticket
      • Customer Management
        • Customer details
        • Add customer
        • Edit customer details
        • Delete customer
        • Export customer data
      • Supplier Management
        • Supplier details
        • Add supplier
        • Edit supplier details
        • Delete supplier
        • Export supplier data
      • Finance Management
        • Financial metrics
        • Receipt details
        • Create receipt
        • Delete receipt
        • Print receipt
        • Export list of receipts
      • Product report
        • Monthly product sale report
        • Product stocking report
      • Setting
        • Store Management
          • Store details
          • Business invoice
          • Additional features
        • Branch Management
          • Branch details
          • Add branch
          • Edit branch information
          • Delete branch
        • Staff Management
          • Add staff
          • Edit staff information
          • Delete staff
        • Account details
          • Edit account information (Owner account)
          • Change account password (Owner account)
          • Edit account information (Staff account)
          • Change account password (Staff account)
  • Frequently asked questions
    • unifi eCommerce Hub
      • Fundamental
      • Multi-factor authentication
    • Centralized Distribution
      • Channel integration
      • Product and Order
      • Delivery partner
      • Setting
    • Web Store
      • Fundamental
      • Web builder
      • Product and order
      • Sale operation
      • Plug-ins
      • Payment
    • Social CRM
      • Fundamental
      • Social channel integration
        • WhatsApp Integration
        • WhatsApp Account is Restricted by Meta: How to recover!
      • Conversation
      • Sale operation
      • Product and order
      • Payment
      • Delivery
    • Centralized POS
      • Fundamental
      • Product and order
      • Payment
  • VIDEO GUIDELINES
    • Centralized Distribution
    • Web Store
    • Social CRM
    • Centralized POS
  • ECOMMERCE HUB BLOG
    • Web Store
      • SEO Guide for More Traffic
      • Personalize Your Email Templates
      • Connect with FB Pixel & Google Analytics
      • Engage Customers with Articles
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  1. Product Guides
  2. Centralised POS

Customer Management

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Last updated 2 years ago

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Navigation

You can navigate to Customer to manage all your store's product

Feature

  • View a customer details

  • Add a customer to your store

  • Edit/Update a customer details

  • Delete a customer

  • Export list of customer to .xlsx file

Customer details
Add customer
Edit customer details
Delete customer
Export customer data