• How to Create a New Customer

  How to Create a New Customer Step 1: Go to Sales Customers Step 2: Click on the Create New button on the top right window. Step 3: Enter the customer’s details and make sure to select "Yes" for "Active" field. Click "Save and CloseFew readers

• Customer Import File Definition

  You can use csv template below to upload customers information quickly.  Ricemill Customer Import Template.csv Customer Import Field DefinitionFew 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: SelectFew 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.crFew 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-b2b2-4107-8ec8-490c6f168iyv.pnFew 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-Few readers