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How to create a customer record in Jewely Retail. Customer records centralize all your customer information for better tracking. Steps: Go to CUSTOMERS → New customer or click on NEW CUSTOMER from the dashboard. Enter the customer's information: Title, Last Name, First Name, Date of Birth (useful for birthdays) […]
Introduction The customer record centralizes all of a customer's information: contact details, purchase history, deposits, credit notes, and ongoing after-sales service requests. Creating a customer record From the dashboard, click on New Customer. Enter the first name, last name, phone number, and any additional information. Click on Save. Viewing customer history From the customer record, you can access the history of […]
When a single customer has multiple records in Jewely (separate entries, duplicates, etc.), the customer record merging function allows you to combine them into a single consolidated record without losing any history. 1. Identify duplicates From Customers > Search, find the customer in question. If you find multiple records for the same person, note their identifiers […]
Jewely integrates a GDPR-compliant marketing consent management module, allowing you to precisely track each customer's communication permissions. 1. Accessing a customer's consents Open the customer's record from Customers > Customer record. In the Marketing consents section, you will find the different communication channels. 2. Available channels […]
How to search for and edit a customer in Jewely Retail. To search for a customer, go to CUSTOMERS → Customer records. Use the search bar to find the customer by: First or last name, Phone number, Email, Customer number. Click on the customer in the results. To edit information, open the customer record. Click on […]
Jewely's Customer module centralizes all your customer information: complete customer profiles, purchase history, credit note management, GDPR consents, and advanced loyalty tools. Complete Customer Profiles: Each customer profile includes contact details, a complete sales history, invoices, payments, credit notes, and after-sales service records. Jewely distinguishes between individual customers and […]
The RFM (Recency, Frequency, Monetary value) score is a built-in indicator in Jewely that automatically assesses the value and engagement of each customer, allowing you to target your loyalty efforts. What is the RFM score? The RFM score combines three criteria: Recency: date of the last purchase—the more recent, the better. Frequency: […]
