Using the "Checkout Without Docs" System Tag for Customers

Managing customer requirements efficiently is crucial, especially when allowing specific customers to proceed with checkout despite having outstanding document requirements. The "Checkout Without Docs" system tag provides this functionality, making the checkout process smoother for selected customers.

Understanding the "Checkout Without Docs" System Tag

• Tag Name: Checkout Without Docs
• Tag Description: Allows customers to complete checkout even if required documents are outstanding.

Applying the "Checkout Without Docs" Tag

From the Customer List

1. Navigate to Admin / Customers list:

   • Go to the "Customers" section under the sidebar menu.

2. Selecting Customers:

   • In the Customers list, use the checkboxes to select one or more customers who should be allowed to checkout without required documents.

3. Applying the Tag in Bulk:

   • Click on the "APPLY ATTRIBUTES" button.
   • In the bulk view, find and select the "Checkout Without Docs" tag.
   • Click "ADD" to apply the tag to the selected customers.

Removing the Tag in Bulk

1. Selecting Customers:

   • In the Customers list, use the checkboxes to select one or more customers from whom you want to remove the "Checkout Without Docs" tag.

2. Removing the Tag:

   • Click on the "REMOVE ATTRIBUTES" button.
   • In the bulk view, find and select the "Checkout Without Docs" tag.
   • Click "REMOVE" to remove the tag from the selected customers.

Managing the "Checkout Without Docs" Tag on Customer Details

1. Viewing Tags on Customer Details:

   • Navigate to the details page of a specific customer by clicking on their name in the Customers list.
   • In the "TAGS" section, you can see if the "Checkout Without Docs" tag is applied.

2. Editing Tags:

   • To add the tag, click on the "Edit Tags" button.
   • In the edit view, find and select the "Checkout Without Docs" tag.
   • Click "ADD" to apply the tag.
   • To remove the tag, click on the "Edit Tags" button.
   • In the edit view, find and select the "Checkout Without Docs" tag.
   • Click "REMOVE" to remove the tag.

Example Usage

• Customer List:

  • Select customers who need the "Checkout Without Docs" tag.
  • Apply or remove the tag using the bulk actions.

• Customer Details:

  • Navigate to a customer's details to see their tags.
  • Edit tags to add or remove the "Checkout Without Docs" tag as needed.

By utilizing the "Checkout Without Docs" system tag, you can efficiently manage exceptions for customers, allowing them to proceed with checkout even when required documents are pending. This feature enhances flexibility and customer satisfaction while maintaining control over document requirements. For any further assistance, please contact [e-mail]