Your Customers Tab is So Much More than a List!
Access Ollie's licensee database pre-loaded with over 10,000 BC customers, where you can:
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Move Potential Customer to Prospective Customer, and once you score that first sale, the licensee will automatically be moved to Current Customers!
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Log Notes, Calls, Visits, Expenses, and Issues on each Customer, so you can always keep track of what's-what and who's-who - You can also create a NEW ORDER directly from the Customer's profile:
Uh-Oh! 😬 *Someone* Made a Mistake!
Not to worry! It happens to the best of us. With Ollie's new Customers page, you can easily log Issues and forget about all those he-said-she-said texts and emails.
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Keep track of the Type of Issue: was there Breakage or was the order Incorrect?
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Assign the Issue to a specific DOC60 so that you know exactly which order was affected
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Add notes: what the heck happened?!?
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You can even add relevant images such as breakage evidence or a correction written down on a DOC60
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Once the Issue has been resolved, click on the Customer's profile, click ISSUES, click on the Issue Number and you can EDIT the Issue to make more notes or change the status to RESOLVED:
You may also have noticed that the Fulfillment tab has been replaced with a new tab: Issues:
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Click here to see all of your logged Issues in one go!
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Quickly make a new order issue and get a birds-eye view of who needs a quick phone call and who's smooth sailing
#YesFilter!
We've added more Filter By options too! You can now filter orders by:
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Sales Rep
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Default Warehouse
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City
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DATE LAST ORDERED *great way to keep on top of aging accounts!*
You can also see new information about each customer such as their Contact Info and where they are located using Google Maps!
Customer FAQ
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Can I remove a customer?
In Ollie Order customers cannot be deleted but you can archive them from your current customer list.
