Beyond the basic customer information, the customer view includes several additional tabs that provide extended functionality for managing customer relationships, pricing strategies, and order history. These tabs work together to create a comprehensive view of your customer relationships and business interactions.
The additional customer tabs serve multiple purposes in Norce:
- Price Lists Tab: Manage customer-specific pricing through custom price list assignments
- Companies Tab: Establish and maintain relationships between customers and companies
- Orders Tab: Access comprehensive order history and transaction records
Each tab provides specialized functionality that enhances customer relationship management and supports complex business scenarios.
The Price Lists tab enables sophisticated pricing management by allowing you to assign specific pricing structures to individual customers through custom price lists.
To assign price lists to customers, you need:
- Access to available price lists in your system
- Understanding of pricing hierarchy and exclusivity rules
- Appropriate permissions for customer pricing management
- Navigate to the Price Lists tab in the customer view
- Select the desired price list from the available options
- Check the checkbox next to the price list
- Click Add to assign the price list
- Click Save to confirm the assignment
To remove a price list assignment from a customer:
- Locate the assigned price list in the customer's current lists
- Click the X button to the right of the price list entry
- Click Save to confirm the removal
You can create exclusive price lists that override other pricing structures for specific customers. Exclusive price lists take complete precedence over standard price lists in two key areas:
- Price: The exclusive pricing will be applied instead of any other pricing rules
- Assortment: The product selection from the exclusive list will be used, potentially limiting available products
Important: Use exclusive price lists carefully as they completely override other pricing structures for the customer. This can significantly impact the customer's shopping experience and available product selection.
The Companies tab manages business relationships by connecting customers to one or multiple companies within your organization structure.
- A customer can be associated with one or many companies simultaneously
- One company must always be designated as Primary
- Additional companies can be added as secondary relationships
- Each relationship can include contextual information about the connection type
- Click the Add button in the Companies tab
- Use the search function to locate the desired company
- Select one or multiple companies from the search results
- Click Save to establish the new relationships
The primary company designation follows specific rules:
- Only one company can be set as primary at any given time
- When you designate a new primary company, the previous primary status is automatically removed
- The primary company serves as the main business relationship for the customer
- Primary status affects billing, shipping, and default business processes
You can enhance company relationships with additional context through the Department and Title field:
Department & Title Field: Add descriptive information about the relationship type, such as:
- Employee status and department for primary company relationships
- Contractor or consultant relationships for secondary companies
- Specific departmental affiliations or project-based connections
- Temporary or permanent relationship indicators
This information is descriptive and helps clarify the nature of each business relationship for better customer service and account management.
The Orders tab provides a comprehensive, read-only view of the customer's complete purchase history within the Norce Commerce system.
- Automatic Display: All orders placed by the customer are automatically listed chronologically
- System Scope: Displays only orders processed through Norce Commerce
- Direct Navigation: Click on any order to access detailed order information and documentation in the normal order history view
- Order status: Current status on orders
From the Orders tab, you can:
- Browse the complete chronological order history
- Click on individual orders to access detailed order views
- Review order dates, amounts, status information, and payment details
- Track customer purchasing patterns and behavior
Important: The order history only includes orders processed through the Norce Commerce system. Orders from other sales channels, external systems, or processes that bypass Norce will not appear in this view.
This limitation is important to understand when:
- Analyzing complete customer purchase behavior
- Providing customer service support
- Calculating customer lifetime value
- Managing customer account status and credit limits