{"id":2252,"date":"2023-09-14T10:37:47","date_gmt":"2023-09-14T07:37:47","guid":{"rendered":"https:\/\/h-profit.com\/blog\/?p=2252"},"modified":"2023-09-14T10:37:48","modified_gmt":"2023-09-14T07:37:48","slug":"client-base","status":"publish","type":"post","link":"https:\/\/h-profit.com\/blog\/en\/client-base\/","title":{"rendered":"Client base"},"content":{"rendered":"\n<ol class=\"wp-block-list\"><li><a href=\"#SI\" data-type=\"internal\" data-id=\"#SI\">\u0417\u0430\u0433\u0430\u043b\u044c\u043d\u0435.<\/a><\/li><li><a href=\"#DK\" data-type=\"internal\" data-id=\"#DK\">\u0414\u043e\u0434\u0430\u0432\u0430\u043d\u043d\u044f \u043a\u043b\u0456\u0454\u043d\u0442\u0430.<\/a><\/li><li><a href=\"#NA\" data-type=\"internal\" data-id=\"#NA\">\u042f\u043a \u0434\u043e\u0434\u0430\u0442\u0438 \u043d\u043e\u0432\u0443 \u0430\u0434\u0440\u0435\u0441\u0443 \u0434\u043e\u0441\u0442\u0430\u0432\u043a\u0438.<\/a><\/li><li><a href=\"#SNISHKA\" data-type=\"internal\" data-id=\"#SNISHKA\">\u0417\u043d\u0438\u0436\u043a\u0430.<\/a><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"SI\">General<\/h2>\n\n\n\n<p>The &#8220;Clients&#8221; section of the service contains a database with customer data, which is very convenient if you plan long-term cooperation with certain buyers.<br>The customer data table contains the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>the date the client was added to the database,<\/li><li>name and phone number of the client,<\/li><li>the amount of the discount (if any),<\/li><li>the amount for which the customer made purchases from your company (Screen 1).<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"302\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12-1024x302.png\" alt=\"\" class=\"wp-image-390\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12-1024x302.png 1024w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12-300x89.png 300w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12-768x227.png 768w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12-1536x453.png 1536w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.20.12.png 1904w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Screen 1.<\/strong><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"DK\">Adding a client<\/h2>\n\n\n\n<p>To add a new client, click the &#8220;Add client&#8221; button in the &#8220;Clients&#8221; tab and fill in the form fields:<\/p>\n\n\n\n<p>full name,<br>phone,<br>email address,<br>discount (optional field),<br>client&#8217;s nickname or login,<br>city (you can choose a city from the drop-down list or start entering the name of the city and then the system will prompt you with the appropriate options)(Additional screen A, B),<br>address,<br>the dates of the birthdays of the client and his children (if you plan to send a welcome email or provide discounts to build loyalty),<br>if necessary, you can add a comment (Screen 2, 3).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"380\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57-1024x380.png\" alt=\"\" class=\"wp-image-391\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57-1024x380.png 1024w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57-300x111.png 300w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57-768x285.png 768w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57-1536x570.png 1536w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.25.57.png 1905w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Screen 2.<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"756\" height=\"863\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.27.31.png\" alt=\"\" class=\"wp-image-392\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.27.31.png 756w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.27.31-263x300.png 263w\" sizes=\"(max-width: 756px) 100vw, 756px\" \/><figcaption><strong>Screen 3.<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"762\" height=\"873\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.40.png\" alt=\"\" class=\"wp-image-393\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.40.png 762w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.40-262x300.png 262w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><figcaption><strong>Additional screen A.<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"863\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.57.png\" alt=\"\" class=\"wp-image-394\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.57.png 752w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-11.33.57-261x300.png 261w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><figcaption><strong>Additional screen B.<\/strong><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"NA\">How to add a new shipping address<\/h2>\n\n\n\n<p>Select the desired buyer in the &#8220;Clients&#8221; table and open his personal card (Screen 4, 5).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"242\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41-1024x242.png\" alt=\"\" class=\"wp-image-395\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41-1024x242.png 1024w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41-300x71.png 300w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41-768x181.png 768w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41-1536x362.png 1536w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.29.41.png 1691w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Screen 4.<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"565\" height=\"949\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.30.21.png\" alt=\"\" class=\"wp-image-396\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.30.21.png 565w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.30.21-179x300.png 179w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/><figcaption><strong>Screen 5.<\/strong><\/figcaption><\/figure>\n\n\n\n<p>At the bottom of the card is the &#8220;Delivery Services&#8221; section. To add another branch number, click the &#8220;Add delivery service&#8221; button (Screen 6).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"688\" height=\"346\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.39.19-1.png\" alt=\"\" class=\"wp-image-401\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.39.19-1.png 688w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.39.19-1-300x151.png 300w\" sizes=\"(max-width: 688px) 100vw, 688px\" \/><figcaption><strong>Screen 6.<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Change the form fields you need:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>city,<\/li><li>department number.<\/li><\/ul>\n\n\n\n<p>And then click the &#8220;Add shipping address&#8221; button (Screen 7, 8).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"390\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.32.11.png\" alt=\"\" class=\"wp-image-397\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.32.11.png 817w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.32.11-300x143.png 300w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.32.11-768x367.png 768w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/><figcaption><strong>Screen 7.<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"799\" height=\"375\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.33.44.png\" alt=\"\" class=\"wp-image-399\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.33.44.png 799w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.33.44-300x141.png 300w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.33.44-768x360.png 768w\" sizes=\"(max-width: 799px) 100vw, 799px\" \/><figcaption><strong>Screen 8.<\/strong><\/figcaption><\/figure>\n\n\n\n<p>In this way, it is possible to add an unlimited number of delivery addresses for a specific client, if it is convenient for him to receive goods in different branches of Nova Poshta (Screen 9).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"391\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.49.36.png\" alt=\"\" class=\"wp-image-400\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.49.36.png 687w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.49.36-300x171.png 300w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><figcaption><strong>Screen 9.<\/strong><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"SNISHKA\">Discount<\/h2>\n\n\n\n<p>The &#8220;Discounts&#8221; field in the client&#8217;s card allows the buyer to secure a certain discount on goods, which will be taken into account in further sales.<br>The discount can be canceled or changed at any time. To do this, go to the client&#8217;s card located in the &#8220;Clients&#8221; table in the tab of the same name, and change the amount of the discount or delete it (reset it to zero), and then click the &#8220;Edit client&#8221; button (Screen 10).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"571\" height=\"1002\" src=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.57.35.png\" alt=\"\" class=\"wp-image-402\" srcset=\"https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.57.35.png 571w, https:\/\/h-profit.com\/blog\/wp-content\/uploads\/2022\/04\/snimok-ekrana-2022-04-14-v-12.57.35-171x300.png 171w\" sizes=\"(max-width: 571px) 100vw, 571px\" \/><figcaption><strong>Screen 10.<\/strong><\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\u0417\u0430\u0433\u0430\u043b\u044c\u043d\u0435. \u0414\u043e\u0434\u0430\u0432\u0430\u043d\u043d\u044f \u043a\u043b\u0456\u0454\u043d\u0442\u0430. \u042f\u043a \u0434\u043e\u0434\u0430\u0442\u0438 \u043d\u043e\u0432\u0443 \u0430\u0434\u0440\u0435\u0441\u0443 \u0434\u043e\u0441\u0442\u0430\u0432\u043a\u0438. \u0417\u043d\u0438\u0436\u043a\u0430. General The &#8220;Clients&#8221; section of the service contains a database with &hellip; <\/p>\n","protected":false},"author":4,"featured_media":403,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[698],"tags":[],"class_list":["post-2252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation-en"],"_links":{"self":[{"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/posts\/2252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/comments?post=2252"}],"version-history":[{"count":1,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/posts\/2252\/revisions"}],"predecessor-version":[{"id":2253,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/posts\/2252\/revisions\/2253"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/media\/403"}],"wp:attachment":[{"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/media?parent=2252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/categories?post=2252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/h-profit.com\/blog\/wp-json\/wp\/v2\/tags?post=2252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}