Tutorials

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Video and written guide

Find a customer and their orders

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0:55

video

Chapters

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Welcome

0:00

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Everyone who bought from you

0:13

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Search by name

0:32

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What they ordered

0:37

Prefer reading? The full guide with screenshots is below.

YOU WILL LEARN

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Orders, spend and last order for each

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Repeat shows who came back

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Search by name or phone

In this tutorial

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A customer calls and says, "Send me the same as last time." Opmiz keeps a record of everyone who has bought from you and what they ordered. In a few clicks you can find the customer and see their latest order.

In the screenshots, Petal Street, a flower studio in Pune, looks up a customer who has ordered twice.

Everyone who bought from you

Everything about your buyers lives under Customers in the menu on the left.

Each row shows how many orders someone has placed, how much they have spent, and when they last ordered.

The Customers page: four customers, each with their number of orders, amount spent and last order, and a New or Repeat label

Your repeat customers are worth knowing. Press Repeat above the list to see only the people who have ordered more than once. Here, Aarav has come back.

The Customers list with Repeat chosen, showing only Aarav Joshi with 2 orders

Press All to go back to everyone.

Search by name

With a long list, just search. Type in the Name or phone box above the list. It looks through names and phone numbers.

What they ordered

Press the customer's name to open them.

The panel shows:

  • how many orders they have placed, what they have spent in total, and their average order
  • how to reach them, under Contact
  • their orders, under Activity

The latest order answers the question. Aarav's latest order was the Elegant Orchid Gift Box.

Aarav Joshi's panel: 2 orders, ₹4,098 spent, his email under Contact, and the Elegant Orchid Gift Box at the top of Activity

Next time someone says "the same as last time", you'll know exactly what they mean.

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