Introduction to customers
The Customers section is where all the data on your customers is held. The Customers section is also closely tied with the Sales section - using both of these sections will allow you to leverage Breww's powerful CRM capabilities.
The Customer groups tool allows you to add individual customers to a group. This is used when dealing with pub chains and will allow you to deliver the beer to the relevant pub but send the invoice to the head office of the pub chain.
You can define your own "tags" in Breww which can then be assigned to customers or contacts. Tags are really flexible as you can make them work in so many ways and use them to filter lists and reports using BrewwQL.
There's some built-in tags (such as
Receives invoice emails) which change the way the system treats the customers/contacts that have the tag (in this case the tag causes the email addresses associated to be included
by default when you send an invoice to a customer via email).
Customer lists are used to build lists of customers that fall into a defined set of parameters using BrewwQL. Customer lists are especially useful in our CRM, for example, you could create a list of customers
with the tag of
Monday call if you know you always call them on a Monday.
Customer lists also dynamically update, meaning that every time you open a list, the customers on that list have been searched for again using the defined BrewwQL syntax. This means for example that if you have a list of customers whose last order value was over £100 but they haven’t ordered anything within the last 30 days, only customers fitting these parameters would be included in the list. The BrewwQL for this example would be:
average_order_value > 100 and last_order_date < "30 days ago"