Customers
The Customer Overview displays a searchable list of all current customers, letting you edit their profiles and view specific order history.
Last updated
The Customer Overview displays a searchable list of all current customers, letting you edit their profiles and view specific order history.
Last updated
You sell your Products to Customers on Sales Orders. The Customer Overview displays a searchable list of all current Customers, their placed and pending orders. You can use this dashboard to search and select current Customers, show inactive Customers and add new Customers.
You can add a Customer two ways:
Select the “Add Customer” plus button on the Customer Overview page. Type in the customer’s name and the pop up will navigate you to the Customer’s overview page.
From the Sales Order Overview page, you can select the “Add Sales Order” plus button. Type in a new Customer Name here, and one will automatically be created in addition to the Sales Order.
Once a Customer has been created, use this view to see the Sales Order History, as well as an exportable History of the Products this Customer has purchased from you.
Use the edit Chevron to add or edit the Customer’s information, including Name, Contact, Shipping Address, Billing Address and any applicable notes. You can also delete the Customer from this view. Note, Customers cannot be deleted if they have Sales History.
