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Command Center: User Management LB 2.0

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Written by Marija Golubovic
Updated over a month ago

Overview

This article shows how to look up a customer, register a new one, or update an existing profile using Command Center in the Admin Dashboard. These tools help support agents manage account details, verify customer info, and ensure everything is set before starting an order.


Customer Lookup

To locate a customer, in the left sidebar:

  1. Select Operate

  2. Select Command Center

  3. Enter first name, last name, email, phone number, or company name to find the customer

  4. Once we find the customer, we can select to view their Order History, edit their account, or start a new order

The new Omni-search bar offers live, type-ahead results across all key fields: Email, Fax, Order ID, First Name, Last Name, Company Name, as well as combined name searches (e.g., “Paul Zarmati”) and Tax-Exempt.

Filtering options now include Email, Company, Username, Status, and the most recent Order ID. Multiple filters can be applied at once, with a clear applied-state indicator.

For easier navigation, the user list can be sorted by Status (active or inactive), ID, Name, or Email, each available in ascending or descending order.


Register Customer

To start an order, we have to find our customer in the customer base. If we can't find a customer, we can register them via the Command Center. To register a customer, in the left sidebar:

  1. Select Operate

  2. Select Command Center

  3. Select Register Customer

  4. A pop-up window with a registration form will appear. To create a new customer enter the following details:

    1. First Name

    2. Last Name

    3. E-mail

    4. Phone Number

    5. Verify email toggle

    6. Verify phone number toggle

    7. Fax Number

    8. Birth Date (optional)

    9. Company Name

    10. Notes - text input field

    11. Tax-exempt toggle to prompt input of Tax Exempt ID and Tax Exempt Expiration Date

    12. Tax certificate uploader

    13. Activate or Deactivate customer account

  5. Select the Save button to save the entered information.


Save Customer's Address

Once the customer is located and their registration is confirmed, we can proceed with placing either a pickup or delivery order on their behalf. We'll begin by walking through the delivery order flow.

  1. Select the Start Order button by the customer's name

  2. If the customer never placed a delivery order, we'll need to add an address by selecting the Add New button

  3. The pop-up window with the Address input form will appear. Enter the Address and optionally enter the Company name, Contact Name, Contact email, and Contact Phone

  4. Select Save Address to proceed

  5. After closing the modal, the saved delivery address will be listed under the Customer's Address section


Edit Customer Account

If we need to make updates to a customer account, first, we have to find it in the Customer Center:

  1. Follow the instructions described in the Customer Look Up section

  2. Once the account is located, select the Edit button

  3. The pop-up window will appear with the option to edit customer information

  4. Make requested changes (such as email or phone number updates, add tax exemption certificate, add a birthday, deactivate/ activate, etc)

  5. When done making changes, select the Save button.

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