Customers

Customers

Adding a New Customer

Approving Customers

Importing Customers

Updating Customer Address Details using Importer

Updating Customers by GUID using Customer Importer

Updating Customers by CUSTOMER # using Customer Importer

Deleting Customers (setting to inactive)

How to Merge Customers on PC

Add Sales Person in Sales Order Dropdown

Suspending a Customer Account

How to create new Trading Entity

agents

Creating an Agent and Assigning to Customers

contacts

Create a Customer Contact

Updating Customer Contact Details

Deleting Credit Stored Against a Contact

How to add staff credits

How to Merge Contacts on PC

searching customers

Using Customer Advanced Search

Steps to walk you through adding a new customer

Showing you how to approve customers

Importing customers via Excel

Update customer’s address using customer importer

Update customers by GUID using customer importer

Update customers by CUSTOMER# using customer importer

Setting suspensions on wholesale customers

How to merge the same customers into 1 account

If you need to track sales person against an order

Suspending customers to stop them from entering orders

How to create a new trading entity

Assigning an agent to wholesale customers


How to add a contact against a customer

Updating buyer details such as email address

Deleting credits against retail contacts

Adding a credit value against retail contacts

How to merge multiple contacts by email address

Searching wholesale or retail customers to run a report