Customer profiles

The Customers dashboard at /dashboard/customers is your CRM layer — one record per buyer, with everything you've ever shipped them, spoken to them about, or flagged them for. Customers are auto-created on the first order; you rarely add one manually.

What a profile stores

• Email and phone (primary contact)
• Shipping and billing addresses (multiple, with a default)
• Order history across every channel — buyer link, storefront, Shopify, marketplace
• Lifetime spend and average order value
• Tags for segmentation
• Internal notes (staff-only, never shown to the buyer)

Customers vs buyer accounts

A Customer record is yours — your CRM view of the person. A Buyer Account is the buyer-facing passwordless login the buyer owns. One person usually has both, but you can have Customers with no buyer account (they never signed in, just placed an order) and buyer accounts with no Customer record on your store (they've shopped Techfleet, just not from you yet).

Tags for segmentation

Add tags like "VIP", "NET 30", "Distributor", "Repeat buyer" to any customer. Filter the Customers list by tag to pull up segments for outreach, pricing tiers, or support escalations.

Merging duplicates

When a buyer places one order as kyle@gmail.com and a second as kyle@sourtech.dev, Techfleet flags the pair as a likely duplicate. Open either record and click Merge — order history combines, the canonical email wins, and tags/notes are unioned.

Archive a customer

1. Open the customer detail page
2. Click Archive in the header
3. The customer disappears from the default list but their orders remain

Archive is non-destructive — use it to hide churned or one-time buyers from the main view. Unarchive any time from the Archived tab.