Customer Settings

In the Customer Settings, you can efficiently organize and maintain customer information to enhance your business relationships and operational efficiency.

Add Customer

  1. Navigate to Settings -> Customer Settings.

  2. Click on +Add Customer.

  3. Enter the customer details (Refer Customer Settings Details)

  4. 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

  1. Navigate to Settings -> Customer Settings.

  2. Click button next to the product you want to edit.

  3. Adjust the product details as necessary in the Update Customer section.

  4. Click Save.

Filter Customer

  1. Go to Settings -> Customer Settings.

  2. You will see a list of customers in the overview.

  3. Use the filter button located before the + Add Customer button.

  4. Fill in the options and click Filter to display the desired customers.

  5. To reset the filter criteria, click the Reset button.

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