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Collection6 entries

Customer workflows

Review customer performance, revenue, recent orders, and order-level refunds; maintain customer records and send messages with MCP.

01Start herePerformanceReview top customers for a selected period without exposing contact details.02GuideRevenueReview one customer's exact gross revenue and paid-order activity for a selected period.03GuideRecent ordersReview a bounded page of one customer's recent orders and exact order totals.04GuideOrder refundsChoose one customer order and review its recorded refunds and remaining refundable lines.05GuideRefund an orderFind a customer order, select refundable lines, confirm exact amounts, and reconcile the refund.06GuideRelationship follow-upReview a customer, update one display field, and send a confirmed message by customer ID.