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All Customers

Banner - All Customers

In the serB2B platform, you can list all customers and offer each one personalized pricing, tax settings, and homepage design. This enables a tailored shopping experience for your customers, allowing you to easily manage customer details from your admin panel.

1. Viewing All Customers​

To view all active or inactive customers who have been previously approved on your site, navigate to Customers > All Customers from your admin panel.

Customer List - All Customers
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For more information about the action bar above the customer list table, please refer to the Action Bar guide.

Action Bar - Customer Table

Action Bar Guide

2. Viewing Customer Details​

To see detailed information about a customer, click on the Details button at the end of the customer record row.

Customer Detail Button

Customer Detail:

Customer Detail Page

3. Customer Details - Actions​

In the customer details page, click on the Actions section located in the upper right corner to access further details about your customer’s activities.

Customer Actions Panel
  • Auths: Required for admin users only.
  • Logins to Site: View the dates and times the customer has visited the site.
  • Show Cart: See the number and list of items added to the customer's cart that haven’t been converted to orders.
  • Previous Orders: View orders previously placed by the customer on the serB2B system.
  • Order Import: Import an order submitted by the customer through other channels by uploading it in .xlsx (Excel) format.
  • Favorite Products: View items the customer has added to their favorites on the serB2B system.
  • Products not Purchased: List products the customer has not purchased on the serB2B platform.
  • Purchased Products: List products purchased by the customer on the serB2B system.
  • Send Notification: If your package includes the B2B mobile app, send a direct notification to the customer through the app.
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Contact us to purchase a package that includes the serMobile PRO app.

  • Change Password: Update the customer’s password.
  • Log in as Customer: Log into the serB2B system on behalf of the customer.
  • Logs: View detailed logs of the customer's actions.

Frequently Asked Questions (FAQs)​

  • Can I allow customers to shop without approval?
    No, you must approve customers to shop on your site.

  • Can I delete approved customers later?
    Yes, you can delete approved customers from the admin panel.

Contact and Support​

If you encounter any issues or need assistance, feel free to contact our support team. We’ll be happy to assist you as soon as possible.