Clients Management

The Clients module helps you manage both current and potential customers. Track contact information, maintain notes, score leads by temperature, and even generate magic order links that let clients place orders directly — no login required.

Clients Page

The Clients page is organized into two sections: Current Clients (active customers you do business with) and Potential Clients (leads and prospects). Each client is displayed as a card with key information at a glance.

  1. Navigate to Clients in the sidebar menu.
  2. The page shows two sections: Current Clients at the top and Potential Clients below.
  3. Each client card displays: Name, Email, Phone, Address, Latest Note (preview), and Discount percentage if set.
  4. Use the search bar to find clients by name, email, or phone number.
  5. Use the status filter (Current/Potential) and temperature filter (Hot/Warm/Cold/Not Interested) to narrow the list.
  6. Click on a client card to open the client detail page with full information, notes, and order history.

Creating a Client

When creating a client, you can capture comprehensive information including contact details, sales pipeline status, and pricing preferences.

  1. On the Clients page, click the + (Add) button.
  2. Enter the client name (company or individual name).
  3. Enter the VAT number if applicable (used for invoicing).
  4. Enter a contact person name (the primary person you deal with at this company).
  5. Fill in contact information: email, phone number, and address.
  6. Add notes for any initial observations or context about this client.
  7. Set the status: Current (active customer) or Potential (lead/prospect).
  8. Set the temperature: Hot (very interested, likely to buy), Warm (interested), Cold (low interest), or Not Interested (lost lead).
  9. Enter a discount percentage (e.g., 10%) — this discount is automatically applied when this client places orders via the quick order link.
  10. Select the client's preferred currency and preferred language — these affect the quick order page the client sees.
  11. Click Save to create the client.

Client Notes

Notes let you maintain a running record of interactions, observations, and follow-up items for each client. Notes can be prioritized and are sorted by importance.

  1. Open a client's detail page by clicking their card.
  2. Scroll to the Notes section.
  3. Click Add Note to create a new note.
  4. Enter the note text (e.g., "Called about Q2 order. Interested in new product line. Follow up next week.").
  5. Set the priority level: High (red — urgent items), Medium (yellow — important but not urgent), or None (no color — informational).
  6. Click Save to add the note.
  7. Notes are automatically sorted by priority first (High → Medium → None), then by date (newest first).
  8. To edit a note, click the edit icon on the note. To delete, click the delete icon and confirm.

Status and Temperature

The Status and Temperature fields work together to help you manage your sales pipeline. Status categorizes clients as current or potential, while temperature scores how engaged a lead is.

  1. Status: Current — this is an active customer who regularly places orders. They appear in the Current Clients section.
  2. Status: Potential — this is a lead or prospect you are working on converting. They appear in the Potential Clients section.
  3. Temperature: Hot — the lead is very interested and likely to convert soon. Prioritize follow-ups with hot leads.
  4. Temperature: Warm — the lead has shown interest but is not ready to buy yet. Continue nurturing the relationship.
  5. Temperature: Cold — the lead has low engagement. Consider re-engagement campaigns or deprioritize.
  6. Temperature: Not Interested — the lead has explicitly declined. Keep the record for future reference but do not actively pursue.
  7. Use the filter dropdowns on the Clients page to view clients by status and/or temperature. For example, filter by Status: Potential + Temperature: Hot to see your most promising leads.

Quick Order Links

Quick order links are a powerful feature that lets you generate a unique URL for each client. When the client opens this link, they see your product catalog with their personalized discount applied and can place orders directly — no login required. Orders appear automatically on your Orders page.

  1. Open the client's detail page.
  2. Click the Generate Quick Order Link button (or find it in the client's actions menu).
  3. The system generates a unique magic link URL specific to this client.
  4. Copy the link and share it with the client via email, messaging, or any other channel.
  5. When the client opens the link, they see a branded product catalog page showing your products with their personalized prices (base price minus their discount percentage).
  6. The client can browse products, add items to a cart, and submit an order — all without creating an account or logging in.
  7. Once the client submits an order, it appears on your Orders page with the client's name, items, quantities, and total amount.
  8. You can then process the order through your normal workflow: confirm, produce, ship.

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