Customer Functional User Manual

Customers

Customer Listing

Customer Creation

Step 1: Click the Action button 

Step 2: Select Add New to open the customer creation form 

Note: When Tax Exempt is enabled, the Tax Code selection will be removed

Step 3: Fill all the details as per fields and click on save & continue button

Step 4: Fill all the details as per fields and click on save button

Step 5: Select contract and click on save button

Import Customer

Step 1: Click the Action button 

Step 2: Select Import

Step 3: Select any option Replace OR Update Records

Step 4: Upload your XLSX file containing the customer's data

Step 5: Click the Upload 

Click and check Valid Row(s) and Invalid Row(s) 

Uploaded file valid row(s) data added in list as above

Customer Actions

Add Task

Step 1: Click the Three-dot icon in the Action column

Step 2: Click the Add Task 

Step 3: Fill all the details as per fields and click on save button

Mark as Buying Group

Step 1: Click the Three-dot icon in the Action column.

Step 2: Select Mark as Buying Group. The customer will be moved to the Buying Group section 

Customer Details

Click anywhere on an End User row to open the Customer Details page

Edit Details

Step 1: Click on Setting icon 

Step 2: Click on Edit Icon

Step 3: Edit details as per fields and click on Save 

Customer 360

Click on icon system will display different options select and click on confirm button system will display data accordingly

Click on setting icon system will display options select as you want and click on confirm button

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Click on view icon system will open a particular tile view as below image

Contacts

Addresses

Quotes

Orders

Invoices

Credit Memos 

Rebates

Chargebacks 

Role 

 

Notes 

Custom Fields

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