Customers
- Sandra Petrovic
Customers
Updating Customer Address Details using Customer Importer
Deleting Customers (setting to inactive)
Add Sales Person in Sales Order Dropdown
agents
Creating an Agent and Assigning to Customers
contacts
Updating Customer Contact Details
Deleting Credit Stored Against a Contact
searching customers
Using Customer Advanced Search
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
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