Ricemill Help Center

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• Create a New Customer

  On the right hand menu, click Sales to expand, and then click Customers. Click on the Create New button on the top right window. Enter the customer’s details and make sure to select Yes for Active field. Click Save and CloseSome readers

• Customer Import File Definition

  You can use csv template below to upload customers information quickly.  Ricemill Customer Import Template.csv Customer Import Field DefinitionSome readers

• How to export customer details?

  Step 1: Go to Sales > Customers Step 2: Select the customers you want to export. Step 3: To download selected customer: SelectSome readers

• How to view wholesale customer account?

  Step 1: Go to Sales > Customer Step 2: Using search to search for customer Click on "edit" button to view customer account. Step 3: View Account Details Click on "Account Details" tab ![](https://storage.crSome readers

• How to set customer group, sales rep and credit limit?

  Step 1: Create New Customer Go to Sales > Customers  Then click on "Create New" button. Step 2: Select customer group Select the customer group of the customer, this will decide the price group of your customer ![](https://storage.crisp.chat/users/helpdesk/website/e054094d5259a000/a444f8be-b2b2-4107-8ec8-490c6f_168iyv.pnSome readers

• How to create sales rep?

  Step 1: Go to Sales > Sales Rep Step 2: Click on "Add New" Step 3: Fill in Sales Rep details and click on "Save Change" ![](https://storage.crisp.chat/users/helpdesk/website/92f18ca1bae7b800/ef9f481e-e502-4e0d-Some readers