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• 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 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