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Articles on:Customers
Help with customers matters.

Categories

  • Getting Started
  • Products
  • Sales
  • Customers
  • Purchases
  • Shipment, Pick & Pack
  • Integrations
  • Couriers
  • Settings
  • Account & Billing
  • Troubleshooting
  • 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

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