> ## Documentation Index > Fetch the complete documentation index at: https://localtechnologiesinc.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Customers > Everyone you sell to in one list: who buys, how often and what. Filter, tag, keep notes, save the people and businesses you already sell to, and download a CSV. **Customers** lists everyone you sell to: people who bought from you in the past year, and the people and businesses you've saved yourself. It's in the business portal and in the Local Pass Business app. * **Portal:** in the sidebar, **Customers → Customers**. * **App:** in the menu, under **CUSTOMERS**, tap **Customers**. > [!NOTE] > > Customers is for every business except restaurants, in the portal and the app. A business with no type set counts as a store. The wholesale part is for shops and farms only. ## Step by step: work with your customers **1. Find a customer** Open **Customers** and type in the search box: a name, business, email, phone or tag. The list narrows as you type. **2. Filter the list** Press **Filters** and tick what you want, for example **Buys through → Wholesale** or **Status → Gone quiet**. The list shows only the customers who match. In the portal, the page's address keeps your filters, so you can bookmark the view. **3. Open their profile** Click or tap a customer. You see their orders, spend and status, their last 12 months, what they buy most, and each order. **4. Save them** Tags and notes are for saved customers. If they bought from you but aren't saved yet, press **Save customer**, check their details and press **Save customer** again. **5. Tag them** Add a tag, such as "Farmers market" or "Allergy: nuts". It saves right away, and you can then search and filter by it. **6. Add a note** Type in **Your note**: delivery instructions, who to call, what they usually need. It saves as you type. Customers never see tags or notes. **7. Message them** Press **Message** to chat with them, the same chat as in your [Inbox](https://localtechnologiesinc.mintlify.site/merchants/inbox.md). They need a Local Pass account. You can also press **Call** or **Email**. **8. Add a wholesale account** For a business you supply, press **Add customer** and choose **Business**. Enter the **Business** name and an **Email** (wholesale customers need one: order notes and invoices go there). Turn on **Sells to them wholesale**, choose their **Price sheet** and **Payment terms**, and press **Save customer**. Their profile now has a **Wholesale** part, with **New order** and **Send availability**. See [Wholesale customers](https://localtechnologiesinc.mintlify.site/merchants/wholesale-customers.md). ## The list At the top: | Tile | What it counts | | - | - | | **Customers** | Who bought in the past year. | | **New this month** | First order in the last 30 days. | | **Repeat** | The share who ordered more than once. | | **Average spend** | Per customer, past year. | Each customer shows their orders, what they spent, their last order and a status: | Status | When | | - | - | | **New** | First order in the last 30 days. | | **Regular** | 3 or more orders. | | **Due to order** | It's been more than one and a half times their usual gap. | | **Gone quiet** | 2 or more orders, and none in over 60 days. | | **Reserved, not paid** | Reserved on a pre-order but hasn't paid. | On a phone you get a list. On a wider screen you get a table you can sort by any column. In the app on a tablet, the list and the customer sit side by side. ## Search and filter Search by name, business, email, phone or tag. Press **Filters** to narrow the list: * **Type**: **Person**, **Business**, or a kind of business (Restaurant, Café or bakery, Grocer or market, and more). * **Buys through**: **Shop**, **Wholesale**, **CSA**, **Catering** or **Pre-orders**. * **Tags**: your own tags. * **Orders**: for example **No orders yet**, **2 or more**, **10 or more**, or your own range. * **Spent**: for example **Under \$50** or **\$500 or more**, or your own range. * **Status**. Ticking several in one group shows customers who match any of them. Filters in different groups must all match. Sort by last order, spend, orders, name or status. In the portal, your search and filters stay in the page's address, so you can bookmark a view. ## A customer's profile Open a customer to see: * Who they are: **Person** or **Business**, their contact details and when they became a customer. * **Orders**, **Total spent** (less refunds), **Average order**, **Last order**, **How often** they order, **First order**, whether they prefer pickup or delivery, and their status. * **Last 12 months**: orders by month. * **What they buy most**: their top products, how often and the last price. * **Orders**: each order, with its channel, pickup or delivery, status and total. * **Reserved, not paid**: pre-order reservations with nothing paid yet. These aren't counted in orders or spend. ### Contact them * **Call** and **Email** open your phone or email. * **Message** opens a chat with them, the same chat as in your [Inbox](https://localtechnologiesinc.mintlify.site/merchants/inbox.md). It's for every business except restaurants, and the customer needs a Local Pass account. There's no group email. Shoppers haven't signed up for newsletters from you, so you contact them one at a time. ### Tags and notes For a saved customer, add up to 10 tags (for example "Farmers market" or "Allergy: nuts"). Tags save right away. **Your note** is for delivery instructions, who to call or what they usually need. It saves as you type. Only you see tags and notes. Customers never do. ## Add or save a customer Press **Add customer** to add someone who isn't in the list yet. For someone who bought from you, press **Save customer** on their profile to keep them with your own notes and tags. 1. Choose **Person** (their **Name**) or **Business** (the **Business** name, and optionally the **Kind of business** and a **Contact**). 2. Add an **Email** or a **Phone**. One is enough. 3. Optionally add an **Address**, **Tags** and a **Note**. 4. Press **Save customer**. To change them later, press **Edit**. ## Wholesale customers A business you supply can be a wholesale customer: turn on **Sells to them wholesale** and choose their **Price sheet** and **Payment terms**. Their profile then has a **Wholesale** part with **New order**, **Repeat last order**, **Send availability**, what's open, overdue and paid, and the invoices to collect. See [Wholesale customers](https://localtechnologiesinc.mintlify.site/merchants/wholesale-customers.md). In the app, **New order** and **Repeat last order** open the business portal. ## Download a CSV Press **Download CSV** to get the customers you're looking at, with their filters and sort. It has each customer's name, business, email, phone, orders, spend, average order, first and last order, pickups, deliveries, how they buy, type and tags. In the app, it opens your share sheet. The file holds customers' contact details. Keep it safe, and use it only to serve your customers. 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