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:
Select Operate
Select Command Center
Enter first name, last name, email, phone number, or company name to find the customer
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:
Select Operate
Select Command Center
Select Register Customer
A pop-up window with a registration form will appear. To create a new customer enter the following details:
First Name
Last Name
E-mail
Phone Number
Verify email toggle
Verify phone number toggle
Fax Number
Birth Date (optional)
Company Name
Notes - text input field
Tax-exempt toggle to prompt input of Tax Exempt ID and Tax Exempt Expiration Date
Tax certificate uploader
Activate or Deactivate customer account
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.
Select the Start Order button by the customer's name
If the customer never placed a delivery order, we'll need to add an address by selecting the Add New button
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
Select Save Address to proceed
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:
Follow the instructions described in the Customer Look Up section
Once the account is located, select the Edit button
The pop-up window will appear with the option to edit customer information
Make requested changes (such as email or phone number updates, add tax exemption certificate, add a birthday, deactivate/ activate, etc)
When done making changes, select the Save button.