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 readersCustomer Import File Definition
You can use csv template below to upload customers information quickly. Ricemill Customer Import Template.csv Customer Import Field DefinitionFew readersHow 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 readersHow 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 readersHow 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 readersHow 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