Customer Settings
In the Customer Settings, you can efficiently organize and maintain customer information to enhance your business relationships and operational efficiency.
Add Customer
Navigate to Settings -> Customer Settings.
Click on +Add Customer.
Enter the customer details (Refer Customer Settings Details)
Click Save.
Customer Settings Details
Customer
Enter the customer's name or details.
Search Customer
Search for existing customers.
Products
Select the products associated with the customer.
Pricing Scale
Select the appropriate pricing scale.
Description
Provide additional information or notes.
Update Customer
Navigate to Settings -> Customer Settings.
Click
button next to the product you want to edit.
Adjust the product details as necessary in the Update Customer section.
Click Save.
Filter Customer
Go to Settings -> Customer Settings.
You will see a list of customers in the overview.
Use the
filter button located before the + Add Customer button.
Fill in the options and click Filter to display the desired customers.
To reset the filter criteria, click the Reset button.
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