Customers

Finding and adding customers

Customers lists your customers. Use Search customers to find one by name, phone or email, and open them to see their details and orders.

Select New customer to add one. A name or organization is required, and a phone number or an email address. If the customer looks like one you already have, Gambrel Book shows the match first. If it's a different person, add them anyway.

You can also add a customer while taking an order (see Taking an order).

Editing and deleting

Open the customer, change their details, and select Save customer.

Delete customer removes a customer from the list. Their orders stay, and show them as deleted. To bring one back, select Show deleted customers, open them and select Restore.

How customers check their order

Customers don't sign in. They can check an order in two ways:

• The link in their emails: the order confirmation and other emails link to the order's page.
• Order lookup: at app.gambrelbook.com/order-lookup (also linked from the sign-in page as "Customers: check an order"), they enter the order number from their ticket, and their last name or the last four digits of their phone number.

The customer's page shows the order's status, animals, lines and money. Weights and prices are marked as estimates until the order is ready for pickup.