🔥 [New] Introduction to Customer Manage

[New Feature] You can manage your existing customer information through BigSeller’s Customer Management feature. The Customer List in BigSeller helps sellers maintain and organize customer details. You can assign customer levels and set tiered pricing for manual orders, messenger orders, and POS orders based on these levels — helping you offer personalized prices and strengthen customer relationships.

1. Customer List

• Customer data from the following platforms will be automatically synced to the Customer List:
  • Blibli, Sendo, Bukalapak, Shopify, WooCommerce, Zalora, Akulaku, Thisshop, LINE SHOPPING, SHOPLINE, Facebook, Lazada Choice, Manual Orders, POS Retail Orders, Messenger Orders, and TEMU.
• However, due to privacy policy of platforms, the customer list data will not be increased through platform orders for some platforms (such as Shopee, Lazada, Tokopedia, TikTok, etc) on 20 October 2022. And the history data will be cleared.

Below are the field descriptions for the Customer List page in BigSeller.
 

No.	Field Name	Description
1	Customer Name	The name of your customer.
2	Customer Code	A unique code automatically assigned to each customer. Even if customers have the same name, their Customer Codes are different.
3	Phone	The customer's phone number.
4	Email	The customer's email address.
5	Total Orders	The total number of orders placed by this customer.
6	Total Spend	The total value of all orders placed by this customer, including refunded orders. Canceled orders are excluded.
7	Source	Indicates where the customer data comes from. For example, if the customer is from Shopee, it will show Shopee; if the customer was created manually or comes from a manual order, it will show Manual.
8	First Order Time	The date and time when the customer placed their first order.
9	Last Order Time	The date and time when the customer placed their most recent order.
10	Update Time	The last time this customer’s information was updated.
11	Note	Notes or remarks you’ve added about this customer.
12	Details	Click this button to view detailed information about the customer.
13	Edit	Click this button to edit the customer’s information.
14	Delete	Click this button to remove the customer from the Customer List.
15	Average Order Value:	It equals Total Spend / Total Orders, including refunded orders. Canceled orders are excluded.
16	Order History	Here you can see all the historical order data.
17	Order No	You can see the order details by clicking the order number.

2. How to Add a Customer?

1) Auto-generated by the system (Excluding Taiwan)

Whenever an order syncs to Bigseller, Bigseller will auto-add a customer based on the order's Recipient's info and Buyer's ID(Unique Buyer ID identified by platform).
 

2)  Manually add

Method 1: You can add a customer by adding a manual order. Click here to know how to add a manual order.

Method 2: You can add a customer by clicking + Add Customer.

3. How to Add Customer Level in BigSeller

You can assign different levels to your customers for Manual Orders, Messenger Orders, and POS Orders.

Step 1: Go to Customer Management > Customer Level, and click Add Level.

Step 3: Enter the Level Name (e.g., VIP, Regular, Wholesale), and click Save.

4. How to Add Customer Tiered Price in BigSeller

Customer Tiered Price can be applied to POS Retail Orders, Manual Orders, and Messenger Orders. Once set, the customer tiered price will take priority over the regular selling price.

Step1: Go to Customer Management > Customer Tiered Price

Step 2:  Click Add Tiered Price.

Step 3: Select the Merchant SKUs or products you want to set tiered prices for.

Step 4: Enter the tiered price for the customer level. Click Save.

After setting up tiered prices, when you create a Manual Order, Messenger Order, or POS Order for a customer under a specific level, the system will automatically apply the corresponding tiered price.