Your store book
The Customers page is your book of stores and wholesale customers, shared with EasyImport (where the same list appears as Stores). Each customer carries its name, customer code, retailer group, account manager, contact details, and the retailer store codes EasyImport uses to match incoming orders.
Finding your way around
Search by name, code, retailer, email, store code, account manager, or a contact's name.
Filter by retailer, account manager, hide obsolete stores, and (on the PromoPlan page) filter by promotion activity: stores with an upcoming promotion, stores without one, or stores that have never been promoted.
The Last promo and Next promo columns show each store's most recent and next scheduled promotion at a glance. The next date shows as a blue chip.
Use the Columns button to choose which columns show. Optional extras include Phone, Address, Price tier, and the performance columns: Sales 12m, Sales trend, Promos 12m, Promo sales 12m and AI advice (see the article on store performance and AI advice). Save the set as a view to come back to it.
Adding and editing a customer
Click any row (administrators) to open the editor, or choose + New customer.
Fill in the store details: name, customer code, retailer, account manager, phone, sales and accounts email, and address. The sales and accounts emails pre-fill the recipients when you email forms, so keep them current.
Add contacts inline: a name and email per row, as many as you need. Contacts show on the promotion detail and feed email recipient suggestions.
The Performance section holds the store's 12-month sales totals. They fill automatically when your Sales data covers the store, or you can key them by hand.
Mark a store Obsolete to keep its history but hide it from pickers.
Team members who are not administrators can click a row to see its contacts.
Importing customers from a spreadsheet
Choose Import CSV. Drop a file or paste rows straight from a spreadsheet; the delimiter is detected automatically.
Check the column mapping. Most columns map themselves; adjust any that did not with the dropdowns, using the sample values as a guide.
Review the preview. Each row shows as New, Update or Skip, and invalid emails are flagged (they are left blank rather than blocking the row).
Import. Rows are matched on customer code (or exact name when there is no code), so re-importing the same file updates stores instead of duplicating them.
Bulk actions
Administrators can tick rows (or the header checkbox to select everything shown) and a bar appears with the bulk actions:
Edit selected: set the same retailer group, account manager, or active/obsolete status on every ticked store. Only the fields you set are changed.
Delete: removes the stores. Their promotions and history are kept, just no longer linked to a store.