Purpose

The purpose of this article is to outline the function of the No Hierarchy Setup for 365 Catering (Spoonfed) Customer Module 2.0.
 

Process

A "No Hierarchy" setup is primary used for a customer group where organization by departments or other groups does not make sense.

With the "No Hierarchy" set up of the new Customer Module, customers are arranged by Contacts. This set up is useful if customers are individuals who place orders with the caterer.

For additional information regarding the different set up options of the Customer module please reference the article, 365 Catering (Spoonfed) - Introduction to Customer Module V2.
 

Summary Cards

The summary cards displayed at the top of the module give a snapshot of five different topics.

• Total Customers: The total amount of Contacts in the account.
   
• Sales: View customer sales from the previous 4 weeks, 3 months, 6 months, or in totality.
   
• Top Customers: Customers with the most order revenue.
   
• Customers at Risk: Customers who have not placed orders recently.
   
• New Customers: Customers who have recently been added to the account.
   

Summary Sidebar

On the right hand side of the Contact tab there will be several cards showing an overview of the Contact depending on the page.

The Info card will list the official name of the Contact, the email address, the phone number, as well as the date the Contact was added.
 

The Total Activity card will show the activity for the Contact including total amount spent, total number of orders, and the average value of orders.

The Review Score card will show the total number of customer reviews, the overall score in a percentage, and can be filtered by the last month, last 3 months, last 6 months, or lifetime. This card also includes a quick link to see all reviews.

Search Bar and Filters

From this view, you can use the search bar to find a specific Contact and use the filter tool if you want to search by Customer Tags.

Contacts Tab

The contact tab is where all Contacts are listed.

This view shows:

• Contact Name
   
• Tags - If a tag or tags has been assigned to the Contact.
   
• Phone - A contact's phone number.
   
• Email - The contact's email used to create their account and receive order confirmations.
   
• Last Order Date
   
• Last 6 months Revenue
   
• Reviews - If customer reviews are enabled, the number of reviews submitted will show here.
   

Clicking on a Contact name will navigate to the Contact Details page for that specific Contact. 

For more information on adding a Contact please reference the article, 365Catering (Spoonfed) - Customer Module V2 - No Hierarchy - Adding a Contact.
 

Contact Details Page

The Contact details page shows the name of the Contact along with several tabs with various information about the Contact listed.

Contacts can be deleted from this tab by clicking options in the upper right corner and then clicking delete from the drop down.

Orders

The Order tab shows all orders belonging to the Contact. This tab is searchable and filterable by many different criteria. 

Settings

The Settings tab shows all details about the Contact including first and last name, phone number, mailing address, and email.

A Contact's password for online ordering can be reset from this tab by clicking the Reset password quick link under the Password header.

The Contact's stored payments will also be listed under the Payment Options header.

Fields such as Service Charges and Customer Analysis can also be found here. 

For more information on the fields available under this tab please reference the article, 365Catering (Spoonfed) - Customer Module V2 - No Hierarchy - Adding a Contact.

Invoices

The Invoices tab shows all invoices created under a Contact. This tab is searchable and filterable by many different criteria.

Click Go to all invoices in the upper right corner to be taken to the Invoices Module.

Addresses

The Addresses tab shows all Contact addresses. Existing addresses for the Contact can be edited or deleted from this tab using the 3 dots and the drop down menu for each individual address. Existing Contact addresses can also set to default for billing or delivery from this tab.

New addresses for the Contact can be added by clicking the Add Address button in the upper right corner.

Reviews

The Reviews tab shows all customer reviews for the Contact for any orders that reviews are enabled on.

History

The History tab shows the edit history for the Contact from the creation of the Contact up to the most recent change. This tab is searchable and filterable by many different criteria.

To see the content of a change, click the drop down icon on the right side and the changes will be outlined.
 

Authorization Groups

For more information on Authorization groups and how to set them up, please reference the article, 365Catering (Spoonfed) - Authorizer - Authorization Dashboard Overview or 365Catering (Spoonfed) - Authorizer - How to Set Up Authorization Groups.