Welcome to this user-friendly guide on the Inactive Customers Report Feature in Empress, designed specifically with business users in mind. This feature is a powerful tool that allows you to identify and analyze customers who have not made any purchases or engaged with your business over a specified period.
Why Use the Inactive Customers Report Feature?
From a business perspective, understanding customer behavior and engagement is crucial. The Inactive Customers Report Feature provides an easy-to-understand snapshot of customers who have not interacted with your business for a while. This information can aid in decision-making processes, help target marketing efforts, and potentially rejuvenate relationships with these customers.
Primary Functions and Benefits
The primary functions and benefits of the Inactive Customers Report Feature are:
- Viewing inactive customers: You can easily view a list of customers who have not placed any orders or engaged with your business within a specified timeframe.
- Sorting and filtering: Empress allows you to sort and filter the inactive customers list based on various parameters, such as the duration of inactivity, total purchases made, location, and more.
- Tracking customer activity: This feature lets you track the activity of each customer over time, providing valuable insights into their behavior and engagement patterns.
How to Use the Feature
The Inactive Customers Report Feature is quite intuitive and user-friendly. Here’s a step-by-step guide:
- Navigate to the Empress dashboard and select the Selling module.
- Under the Report section, click on Inactive Customers.
- You’ll be presented with a comprehensive report detailing all customers who have been inactive over a certain period.
- You can edit the parameters of the report to suit your needs, choosing to sort and filter by different criteria.
- To track a specific customer’s activity, simply click on their name in the report.
User Roles and Permissions
The following roles have permission to access the Inactive Customers Report Feature:
- Sales User
- Sales Manager
- Maintenance User
- Accounts User
- Stock User
These roles can view, edit, sort, and track information using this feature.
Conclusion
In summary, the Inactive Customers Report Feature is a valuable tool in Empress for businesses seeking to understand and engage their customer base better. By identifying customers who haven’t interacted with your business over a period, you can take proactive steps to rekindle these relationships and boost your business performance.
For additional support or resources on using Empress, please refer to our comprehensive Help Center or contact our Customer Support Team.