Customers in Expandly

Customers in Expandly

Overview

When creating manual sales orders in Expandly, for our Warehouse to fulfil, you will be required to allocate the correct customer/address details to the order, so the Team can generate the shipping labels and ensure that the shipment is being delivered to the correct end customer for you. 
In this guide, we will explain how you can create Customers in your Expandly account, which can then  be available from your address book, and quickly & easily associated with orders during the creation process. 

Creating customers in Expandly

1. Click Sales Orders (left menu)>Customers
2. On your Manage Customers page, click Add Customer and from the drop-down, select the applicable option:

Add Manually - add customers one-by-one, manually to your Expandly account
Upload Via CSV  - if you have more than 1x customer you would like to create, you can do this in bulk via a CSV file upload

Adding customers manually to Expandly

1. On you Add Customer page, enter all required customer information. This includes:

Customer Details:

Customer Name
Customer Phone Number - this is particularly important to ensure this detail can be passed on to the courier, who can then contact the customer if there are any delivery queries or issues
Customer Email - this is particularly important to ensure this detail can be passed on to the courier, who can then contact the customer if there are any delivery queries or issues

Address Details:

Contact Name
Business Name (if applicable) 
Address Type - from the drop-down select the applicable address type: 
Address - please ensure to include complete address information including 1st/2nd line of the address, Town/City, Post/Zip Code/ County & Country
2. Once all information has been added, click  (top right) 

Adding Customers to Expandly via a CSV upload

1. On your Upload Customer via CSV page, click  to download the file
2. Open the sample file, and add all customer information to the CSV. Once done, save your changes:

3. On Expandly, on your Upload Customer via CSV page, you can either Drag and Drop the saved file to Expandly, or alternatively click  to add the customer file 
4. Once the file is in your Upload Queue, click  to upload the file. This will then be added to a queue to create the customers in your account:

Viewing Customers in Expandly

1. Click Sales Orders (left menu)>Customers
2. On your Manage Customers, you can view all Customers that have previously been added to Expandly
Please Note: if you have any channel connections added to Expandly, this will automatically create customer for you within your account, should you ever need to create manual orders for them in the future
3. You can use the Search Bar or available filters, to refine your searches and return specific customer results (if needed)

Editing Customers in Expandly

1. Click Sales Orders (left menu)>Customers
2. On your Manage Customers page, click  within the Edit column
3. On your Edit Customer page, make the necessary changes and click  (top right) 

Deleting Customers in Expandly

1. Click Sales Orders (left menu)>Customers
2. On your Manage Customers page, click within the Delete column

Need more help? 

If you need more help, no problem! Contact Us and we'll be happy to help. 

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