Customers

The Customerssection is the single home for the people and businesses who buy from you. Customers arrive from your ERP, from loyalty enrolment, and whenever you assign a customer to a sales order — Customers brings them together so you don't hunt across screens.

The list

Every customer, ranked by the last 12 months' spend so your best accounts surface first. Each row shows their category, how many loyalty cards they hold, 12-month spend, and last purchase date. Use the search box to find someone by name, ID, kennitala, or email.

Narrow the list with the filters above it: category (your renamed ERP customer groups), price level, loyalty (has a card or not), and a minimum 12-month spend. Filters combine, each active one shows as a chip you can tap to remove, and they live in the URL — so a filtered view is a link you can bookmark or share.

Creating a customer & pushing to your ERP

New customer creates a record in Stokk. It saves locally first and shows a Not in ERP badge — nothing is written to your ERP until you choose to. When the record is ready, open the customer and click Push to ERP: Stokk creates them in your ERP (or updates the existing record if they're already there) and the badge flips to Synced to ERP. If a push fails, the badge shows Push failed with the reason, and you can retry — a failed push never loses your local edits. Editing a customer always saves in Stokk immediately; pushing those edits onward is the separate, deliberate step.

The profile

Open a customer to see five tabs:

• Profile — a What we know panel of ERP facts: category, price level, and default discount are editable right there, alongside account balance, VAT status, and when they became a customer. Below it, editable contact details. The ERP facts fill in from your customer sync; edits to category, price level, and discount save in Stokk — use Push to ERP to send them back to DK (otherwise the nightly sync reverts them). Freeform knowledge about the customer lives in their intelligence file (see below), not in the profile form.
• Cadence— how often this customer buys (their typical gap), how long it's been, and what they usually buy. Ask Stokk's read and it judges whether the gap is normal or a warning sign, using your Intelligence File.
• Spend— month-by-month revenue and units over the last year, matched from sales by the customer's number. Walk-in and anonymous sales aren't attributed to a person, so they don't appear here.
• Recent invoices — every invoice on record, newest first, with amounts including VAT. Click a row to expand its line items, and use Load older invoices at the bottom to page back through the full history.
• Loyalty — the wallet cards this customer holds and their state, plus Enroll in a program, which opens enrollment pre-filled from this customer (and saves any email or phone you add back to their record). See Loyalty.

Health flags

Every customer carries a health flag judged against their own buying rhythm — shown on the list and on their page:

• 🟢 Active — buying on their normal rhythm.
• 🟡 Watch — drifting a little past due.
• 🔴 At risk — clearly overdue, still winnable.
• ⚫ Lost — a former regular who's gone quiet for good.
• ⚪ New — too little history to judge yet.
• ⚪ Closed — set by you, not the engine: the relationship is over for good. See below.

Alongside, a ★ VIP tag marks your top spenders and an ↗/↘ arrowshows whether they're spending more or less lately. Use the Health and Value filters on All Customers to pull up, say, your at-risk VIPs in one click — that's your daily worklist. Flags refresh every night; open a customer and ask Stokk's read for the why. A read is written off the customer as they were at the time, so if they've visited since, the read shows a New visit since this read nudge — click it to refresh (at-risk VIPs refresh automatically overnight). Stokk flags and explains — it never messages a customer for you.

The customer's intelligence file

Each customer page has an Intelligence file card in the sidebar — the per-customer counterpart to your business-wide Customer Intelligence File. Type what you know in plain language (“switched brands”, “opening a second location in May”) and Stokk folds it into the file, showing you the change before it sticks. You can also Edit rawto write the file directly. Stokk's read weighs this file heavily — a fact here can override the buying-rhythm signal, so a “moved abroad” note stops a false at-risk flag. Applying a file change re-runs the read right away, and editing the business-wide CIF marks existing reads stale so they offer a refresh (at-risk VIPs re-read automatically overnight).

Marking a customer closed

When a relationship has genuinely ended — they told you they're not coming back, moved away, or the business shut down — mark the customer Closedfrom the intelligence file card (or just tell Stokk in the file's input box; it will propose closing them for you). A closed customer keeps their history and stays searchable, but Stokk stops evaluating them: no health flag, no overnight AI read, no at-risk worklist entry. If they surprise you and come back, Reopen them and the flags return after the next nightly refresh.

Who can see it

Customers is available to roles granted the Customers module — by default Administrators and Purchasing. Editing a customer requires admin or purchasing rights. Manage this under Roles.