Adding complete customer information on the platform is important. It helps reach the right communication to the right customer, avoiding any mix-ups and confusion. It saves your time and effort while submitting the quote/order as you do not need to re-enter the customer details on the quote/order pages.
Steps
Navigate to Customer Section > Create Customer
Click on "Add Details"
There are multiple sections - Basic Details, Contact, Address, Preference, and Other Details
Basic Details:
You can update the following customer details
Company name
Display name
Catalog (to be assigned to the Customer)
Sales Rep (Admins can change the Sales Rep)
Contact:
You can update the detail of the person you are in touch with for Sales.
Address:
Add the billing/shipping address of the customer
Note - If the billing address and shipping address of the customer are the same, click on the ‘Copy from’ to copy the address. You can add multiple billing and shipping addresses.
Preference: Add the customer's preferences for
Mode of Payment
Payment Terms
Shipping Terms
Other Details: Add attachments such as -
Business Card
Proof of Sales
Notes
Reference image
Click "Save" to add the complete customer information.
Note - You can add/edit/delete these customer fields as per the requirement. Please reach out to your CSM to get these updated.
If you're in a hurry and need to add customers quickly with limited information