{"id":15849,"date":"2021-12-26T11:13:18","date_gmt":"2021-12-26T11:13:18","guid":{"rendered":"https:\/\/shipox.com\/?p=15692"},"modified":"2021-12-26T11:13:18","modified_gmt":"2021-12-26T11:13:18","slug":"customers-in-shipox","status":"publish","type":"post","link":"https:\/\/shipox.com\/customers-in-shipox\/","title":{"rendered":"Customers or Merchant Management in Shipox\ud83d\udc65"},"content":{"rendered":"\n

Customer management in Shipox allows our users to easily manage their hundreds of suppliers, merchants, customers. Shipox also gives these suppliers, merchants their individual login and tracking dashboard improving the user experience for them. <\/p>\n\n\n\n

In a supply chain, a vendor, a merchant or a seller, is an enterprise that contributes goods, services, or Orders<\/strong>. Generally, a supply chain vendor manufactures inventory\/stock items and sells them to another vendor, retailer or end customer in the chain.<\/p>\n\n\n\n

Your merchant customers can create shipping orders in Shipox<\/strong>. \ud83c\udf89<\/p>\n\n\n\n

Who Is A Customer In Shipox?<\/h2>\n\n\n\n

Vendors, merchants or a supplier who wants to use courier service providers for the delivery of their goods are customers in Shipox. They can create shipping orders and track them from your customer dashboard. <\/p>\n\n\n\n

Sign up for an account on shipox today. Here is a guide for quick sign up<\/a>.<\/p>\n\n\n\n

How To Add Your Customer?<\/h2>\n\n\n\n

You would not be able<\/strong> to add your customers directly, however, you can share the customer backend to your customers and they can signup\/Sign in to their account.<\/strong><\/p>\n\n\n\n

For all the new customers – The customer has to register on the customer back\u2013end by \ufb01lling the details on the signup page.<\/p>\n\n\n\n

\ud83d\udca1The customer backend URL would be like – companyname.my.shipox.com<\/a><\/strong><\/p>\n\n\n\n

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Customer Backend – Signup Page<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n

\ud83d\udccc Note – Customer account CANNOT be created from the Admin backend<\/strong><\/p>\n\n\n\n

Types of Customers<\/h2>\n\n\n\n

There are two types of customers in Shipox,<\/p>\n\n\n\n

  1. Cash Clients<\/li>
  2. Merchants<\/li><\/ol>\n\n\n\n

    When customers signup to Shipox, they will be created as cash clients. From the Admin Panel, you can change the customer who is a cash client to a merchant. <\/p>\n\n\n\n

    What Are Cash Clients \ud83d\udcb2<\/h3>\n\n\n\n

    When you directly handle the customers (B2C), you can use the customer types as cash clients. In this case, the sender who places an order is liable to pay all the service charges.<\/p>\n\n\n\n

    What Are Merchant Clients \ud83e\udd1d\ud83c\udffc<\/h3>\n\n\n\n

    When you directly handle the customer who is a merchant (B2B), you can use the customer types as Merchants. In this case, the sender will have the leverage to pay all the service charges as a credit balance.<\/p>\n\n\n\n

    \ud83d\udccc Note<\/strong> – Both types of customers will be charged for CODs.<\/p>\n\n\n\n

    Manage Your Customers<\/h2>\n\n\n\n

    Now that we saw about the types of customers, Let us understand the 3 main settings for each customer that you can set from the Admin Backend using customer management in Shipox, <\/p>\n\n\n\n

    1. Details<\/li>
    2. Finance Settings<\/li>
    3. Communication Settings<\/li><\/ol>\n\n\n\n

      Manage Your Customer – Details \ud83d\udcdc<\/h3>\n\n\n\n

      All the details of a specific customer\/merchant\/vendor of your Shipox are listed here, You will get the following information in the section below,<\/p>\n\n\n\n

      1. Navigate to Customers > Search for the customer.<\/strong><\/li>
      2. Select his profile. <\/li>
      3. You find the First name and the Last name <\/strong>of the customer as the first fields. <\/li>
      4. You find the Phone number <\/strong>of the customers, please make sure your customers enter the valid number so that you can reach out to them if there are any order related issues. <\/li>
      5. Login Email address<\/strong> of the customer is updated, this is the email is used for,
        – For logging in their Customer Backend
        – For integrations<\/li>
      6. You can click on ‘Change Password<\/strong>‘ if your customer has forgotten their password for login. <\/li>
      7. Select the Country, City, Address<\/strong> and Postal<\/strong> Code<\/strong> of the customer. <\/li>
      8. Client Type<\/strong> – Cash Client or Merchant<\/li>
      9. Status<\/strong> – Active or Inactive to know whether the customer is active or inactive and not using your system. <\/li>
      10. Customer Type<\/strong> – Exclusive or VIP, You can choose if you need to give any special attention to any of your customers.<\/li><\/ol>\n\n\n\n
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        Customer<\/strong> – Details<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n

        Additional Customer-specific Configurations <\/h4>\n\n\n\n