Customer card — what the statistics tell you

Open the card by clicking a row in the customer list.

Step by step

Open the card

1. Side menu: Orders → Customers. Above the table, the title Customers appears with a count labeled total.
2. Click the row or customer name. The only item in the row’s ⋮ menu does the same: View details.
3. The card opens as a second tab, Customer details, with a #id next to the name. The page URL ends in # followed by that number, so you can share it.
4. Above the card are Back to customers, Previous (←), Next (→), and Refresh. The Esc, ←, and → keys do the same, as long as focus is not in a text field.

Read the six tiles

The tiles appear in this order:

1. Orders — how many orders the customer placed with this company.
2. Total spent — the sum of paid amounts, not order value. Unpaid orders do not add anything. Below it is converted to PLN.
3. Refunded — total refunded amount; Returns: N says how many returns had a value.
4. Balance — exactly Total spent minus Refunded. A negative amount turns the tile red.
5. Average order — Total spent divided by the number of orders that have an amount. Orders without an amount are excluded so they do not bring the average down.
6. Last order — date of the most recent purchase. Below it, in smaller text, is the first order date labeled First order:.

Check which currency you are viewing

1. Tile amounts are always converted to PLN; the converted to PLN note below Total spent confirms this.
2. If all customer orders are in one currency other than PLN, a second line below the amount shows the total in that currency.
3. If the customer bought in several currencies, that second line is not shown. Only the converted amount remains; if you need a breakdown, do it outside the system.

Read the addresses

1. Used addresses gathers delivery and billing addresses from all the customer’s orders, sorted from most to least frequently used. The list includes up to twenty entries.
2. The first address has the Most used badge. This is the most frequently used address, not one set manually as the default.
3. Each address has two counts: how many times it was used for delivery and how many times it was used for an invoice.
4. Clicking a row copies the full address to the clipboard without any on-screen confirmation.
5. An empty card says No saved addresses.

Update contact details

1. Click the pencil icon in the Customer card header. It is an unlabeled button with the Edit tooltip. It does not appear without write permission.
2. Five fields can be edited: Name (first name), Last name, Email, Phone, and NIP/VAT. Country, ID, and B2B marker are not part of this form.
3. Save with the green checkmark or discard with the red X; neither has a label.
4. Do not expect a confirmation message. The only sign of a save is the Saving... badge next to the card title. If saving fails, the card simply remains in edit mode without an explanation. The row on the list behind the tab continues to show the old value until the list is reloaded.
5. The Master carton (B2B) marker has a separate switch at the bottom of the card, outside edit mode, with the description “Combine all shipments into one master carton.”

6. Just below it is the Partner switch, with the description “Partner appears in the Shipping recipient list and can have QR codes that print their labels at the packing station.” Only partners can be selected in the Recipient list on the Shipping screen (manual shipping). A recipient added there with Add new recipient becomes a partner immediately. This switch is also outside edit mode and independent of the master carton setting. Only someone with write access to Customers who can also manage QR codes (see Who can change codes below) can change it. It is disabled for everyone else.
7. Turning off Partner invalidates all of the customer’s printed codes and removes them from the Shipping recipient list. First, the Disable partner status? window opens with the description “This customer’s printed QR codes will stop working, and the customer will disappear from the Shipping recipient list” and the customer’s name. Disable turns it off; Cancel leaves Partner on. Turning it on does not prompt. If saving fails, a message appears in the bottom-right corner: Could not save or You do not have permission to change partner status.

Set up QR codes for partner labels

1. Turn on the customer’s Partner switch (step 6 above). At the bottom of the right column, below Top products, the Label QR codes section appears; while empty, it says No QR codes.
2. Click Add code. This button is visible only to people who can manage codes (see Who can change codes below).
3. In Add QR code, fill in:
   • Name — appears under this name in the list and on the printout;
   • Label type — Master carton or Regular label;
   • Carrier account — only carriers that accept manually created shipments; it is the same list as on the Shipping screen;
   • Width (cm), Height (cm), Length (cm) — whole numbers;
   • Number of parcels (for a carton: Number of cartons) — Fixed number with Parcels per scan (for a carton: Cartons per scan) or Ask the packer on every scan;
   • Weight (for a carton: Carton weight) — Fixed weight with Weight (kg), Calculate from contents (cartons only), or Ask the packer on every scan. For a regular label, the packer weighs each parcel after scanning the code; for a carton, they weigh it when creating its courier label in Parcel mode. If the carrier does not send weight (Orlen Paczka), the window says This carrier does not send weight;
   • Size—only for carriers with parcel lockers: From carrier account settings, S, M, L (same size for every parcel), Different sizes, or Ask the packer on every scan. Different sizes is available with Fixed number: enter how many S, M, and L parcels go with one scan (for example, 3 × L and 1 × S); the parcel count is their sum. For a master carton, each carton gets its own size. This works when the customer’s default address is a parcel locker;
   • for a regular label only: COD (PLN). Leaving it empty means “no COD.” COD works only with one parcel because its amount cannot be split between parcels; saving is refused if the parcel count is greater than 1 or Ask the packer is selected.
4. Click Save. The system generates the code number in the form WMS-CL- followed by twelve characters.
5. Click Print QR code sheet (A4). The browser opens a print view with one tile per active code: QR code, its number, customer, code name, label type, and carrier. If the browser blocks the window, you will see The browser blocked the print window. Allow pop-ups for this site.
6. Put the sheet at the packing station. The packer scans the code on the terminal in Packing mode (What the terminal accepts when scanning).

Other empty sections say so explicitly: No orders, No contact details, No product history, or No data. An empty section means there is no data, not a loading error.

Contact details

The left side shows first name, last name, email, phone, and customer type. Edit switches the card into edit mode; a confirmation message appears after saving. If the customer has no contact details, the card says so instead of showing blank fields.

Wholesale customers may have the Master carton (B2B) marker, which affects how their shipments are packed.

Statistics

• Orders — how many times the customer purchased
• Total spent — total order value
• Average order — average value of one purchase
• Returns and Refunded — how many returns and their total value
• Balance — account balance
• Last order — most recent purchase date
• Used addresses and Most used — how many addresses they used and which one is most frequent

History and addresses

Below, you will find the customer’s orders and addresses. Missing entries are stated explicitly (“no addresses,” “no orders”), so an empty section always means there is no data, not a loading error.

Label QR codes

A partner QR code is a “scan-to-label” code. The packer scans it on the terminal in Packing mode, and the label prints immediately on the station’s printer. If the code asks the packer for the number of parcels, parcel size, or weight, printing happens after the packer enters the details in the calculator screen. Each scan creates a new order for the customer and prints a new label; the label costs nothing unless the carrier collects the parcel. A station without a printer refuses the scan and creates nothing.

The Label type on the code determines what is printed, not the Master carton (B2B) switch:

A regular label can have its own label template—the same kind set up in courier label templates, defining what prints on the label and the weight of an unweighed parcel. You can select only an active template that is general or assigned to this code’s carrier. Without a selection, scanning uses the account or company’s default template, as before. Master cartons have no template; their courier label is created later.

The COD (PLN) field is available only for a regular label; master cartons do not collect money. Calculate from contents is available only for cartons; a regular label has no contents to calculate from.

A regular label requires a complete default delivery address for the customer—street, postal code, and city. Without them, saving ends with a message such as Street is missing from the delivery address. Set the default address on the Shipping screen with Save as customer’s default address (manual shipping). The customer card does not show this default address; Most used refers to a different address.

Who can change codes

Anyone who can open the partner card can view the list and code preview (QR icon, Show QR code) and print the sheet; read access to Customers is sufficient. Only people whose role has all of the following can add, edit, delete, regenerate, or disable codes:

• the Shipments and labels module with Read, Write, and Create enabled, on the Module permissions tab (Module permissions — read, write, and create);
• Shipments and labels > Manage customer label QR codes on the Field permissions tab, Shipments group, Read column (Field permissions — individual fields and individual actions).

The Add QR code and Edit QR code windows also require Orders module Read permission to load the carrier list. Without it, Carrier account says Could not load carrier list.

The Partner switch requires both permissions above and write access to Customers. Set all of these under Team and access → Roles and permissions. Company administrators have them by default.

What invalidates a printed code

• Regenerate code (refresh icon) gives it a new number; the old printout stops working. Print a new sheet.
• Delete removes the code, and its printout stops working.
• The switch in the Status column: an inactive code prints nothing when scanned and is not included on the sheet.
• Turning off Partner, confirmed in the Disable partner status? window, disables all of the customer’s codes at once and hides the section from the card. The codes are not deleted; they return as they were when Partner is enabled again.

For an invalid code, the terminal responds Unknown or inactive customer label code.