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Introduction to Customer Module V2
  1. 365 Retail Markets
  2. 365 Catering (Spoonfed)
  3. Customer Module
  4. Customer Module Version 2.0
Introduction to Customer Module V2
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Introduction

With the newest version with Customer Module, clients can choose from three different methods of how they want customers to be organized in the Back Office. This article will go over the three options available:

  1. Hierarchy
  2. No Hierarchy
  3. Hybrid

Note: The default setting for all accounts is Hybrid. Reach out to a Customer Success Partner to switch to one of the other options.

 

Hierarchy

With the "Hierarchy" set up, customers are arranged by Organizations. This set up is useful if customers are exclusively companies, departments, groups, etc.

Within an Organization, one or multiple Contacts are added whose orders and invoices are associated to that group. Learn more about the Hierarchy set up here.

 

Hierarchy.png

 

Clients can request a Customer Success Partner to rename "Organizations" to a name that more closely aligns with business operations. (ie: Department, Accounts, Customer Groups, etc). 

 

Customer V2 Rename.png

 

No Hierarchy

With "No Hierarchy", customers are all input as individual Contacts. Orders, details, invoices, etc are associated with one person. Learn more about the No Hierarchy set up here.

No Hierarchy.png

Hybrid

The Hybrid format combines the Hierarchy and No Hierarchy set ups. This allows customers to be grouped in an Organization OR as individual Contacts. This set up is useful if your customer base is a mix of Organizations and individuals who order from your establishment. Learn more about the Hybrid set up here.