Owners, admins and sales add customers.
1. On the web, open Customers and press Add customer. On the phone, open Customers and tap Add a customer.
2. Enter the Business name, a contact's name, phone and email, and the delivery address, and press Save customer. A new customer starts with the delivery basics from your Settings.
3. Open the customer and press Edit to set their Delivery days, Order cut-off, notes For the driver, Deliver when nobody is there, and, if you see prices, their Minimum order, Delivery fee and Free delivery from.
Under People, use Add a person for everyone you deal with there. Each person with an email is emailed when an order is confirmed, packed with changes, on its way, and delivered with its order summary, unless you untick Order emails beside their name. Someone with no email cannot be told.
Many customers at once? On the web, press Import on Customers and drop a spreadsheet; when the drop area offers it, a photo or a PDF of your customer list works too. You check every row before it is saved.
A customer you no longer serve: in Edit, tick On hold to stop new orders from your storefront, or press Archive to take them off your list. Either frees a place for a customer who orders, and an archived customer can be brought back.
Still stuck? Signed in to Supligo, open Help: ask your question and get an answer in seconds, or talk to a person.