What it is for
- Search the directory and open a customer’s profile.
- Review a customer’s purchase history and loyalty account.
- Build segments (filter-defined groups) to target with campaigns.
- Manage consent, and handle GDPR export and erasure requests.
Key screens and actions
1
Customer directory
The customer list lets you search and filter customers; open one for its
detail view.
2
Purchase history
See the customer’s past purchases, pulled from their sales.
3
Segmentation
Define a segment by criteria (for example tier or spend) to reuse as a
campaign audience.
4
Consent & GDPR
The consent panel records opt-in / opt-out; you can trigger a data export or an
erasure request for the customer.
Customer records are typically created and edited at the
Caisse during clienteling; the Centrale is the directory,
segmentation and compliance surface.
In the API
See loyalty for the points account attached to a
customer, and the API Reference for full details.