Customer Settings
Last updated
Last updated
In the Customer Settings, you can efficiently organize and maintain customer information to enhance your business relationships and operational efficiency.
Navigate to Settings -> Customer Settings.
Click on +Add Customer.
Enter the customer details (Refer )
Click Save.
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.
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.
Go to Settings -> Customer Settings.
You will see a list of customers in the overview.
Fill in the options and click Filter to display the desired customers.
To reset the filter criteria, click the Reset button.
Use the filter button located before the + Add Customer button.