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Customers

Customers

Owned by Sandra Petrovic
Last updated: Mar 05, 2025
1 min read

Steps to walk you through adding a new customer

Showing you how to approve customers to allow you to create orders in the system

How to add a contact against a customer

Assigning an agent to wholesale customers

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 agents against customers and orders

 

Adding a buyer or agent against each 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

 

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