Ricemill Help Center
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Help with customers matters.
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 Close
Customer Import File Definition
You can use csv template below to upload customers information quickly. Ricemill Customer Import Template.csv Customer Import Field Definition
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: Select
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.cr
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.pn
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-