Customer Management

1. Viewing Customers in Netwise

2. Customer Details Page Overview

3. Understanding Customer Information

Viewing Customers in Netwise

The Customers section gives you a full list of all B2B customers currently active in Netwise.

Key points:

• Go to Customers in the Netwise left-side navigation.

• You'll see a list of all customers synced from Shopify.

• Each row shows the customer's name, email, and status at a glance.

• Click any customer to open their full details page.

Customer Details Page Overview

Each customer has a dedicated details page where you can view all relevant information and manage their settings.

Key points:

• Access the details page by clicking any customer in the list.

• The page shows the customer's personal info, assigned group, and current status.

• You can reassign the customer to a different group from this page.

• Any changes made here take effect immediately.

Understanding Customer Information

The customer details page displays all key information Netwise holds for that buyer.

Key points:

• Name & Email — The customer's identity as synced from Shopify.

• Customer Group — The group they're currently assigned to (determines their pricing).

• Status — Whether the customer is active and eligible for B2B pricing.

• Shopify Profile Link — A direct link to their Shopify customer record for reference.