Promoting Customers

Customers that are created based on a sale or an event are “generated customers”. A generated customer can be promoted to a full customer.

To promote a customer, open the customer 360 view, click the edit form and tick the box.

Promote customer

When a customer is promoted the “is_generated” flag is cleared from customer and if a customer numbering scheme (a list of single use tokens) is defined, a number is picked for the customer.

This feature can be switched on for you! Please contact support@custobar.com if you are interested.