Q - How can I add new customers to my account?
Ans - To add new customers to your account, you have multiple options:
1. Import/Export:
Efficiently manage customer data by importing or exporting information.
2. Through UI (User Interface):
Navigate to the customer section from the side drawer.
Click on the "Create Customer" action button.
Two options are available:
Quick Add:
Fill in the necessary details for the customer for a swift addition to the account.
Add details:
Fill in all relevant details and tap on "Save" to add the customer to the account.
This flexible approach allows you to choose the method that best suits your workflow for adding customers. If you have any questions or need assistance, feel free to reach out to our support team.
Q - Can I import customer data from external sources?
Ans - Certainly, you can effortlessly import customer data into the account through the following steps:
1. Through Integration:
Enable integration to seamlessly import customer data from external sources.
2. Through Import/Export:
Follow these steps to directly import data into the account:
Go to the "Import/Export" section from the side panel
Select "Buyers"
Download the available import sheets for "Buyers," "Address," and "Contacts"
Fill in the required information in the downloaded template
Import the filled template to add the data to your account
This streamlined process ensures a smooth transfer of customer information, providing you with flexibility and efficiency in managing your customer database. If you have any questions or need guidance, our support team is here to assist you.
Q - How can I update my contact information within the application?
Ans - To update your contact information within the application, follow these steps:
Navigate to the customer tab from the side panel
Select the specific customer for whom you want to update contact details
Tap on the customer, and the customer dashboard will open
Click on ""View Details"" to access complete customer information
Locate and tap on the ""Edit"" CTA (Call to Action) situated at the top right corner
Further, click on the edit icon next to the contact information you want to update
Update the necessary details
Tap on ""Save," and the contact details are successfully updated"
Q - Can I set up different catalog/price list for different customers?
Ans - Yes, you can set up different catalogs/price lists for different customers. When adding a customer, follow these steps:
Select the customer you want to add or update
In the customer details, locate the "Select Catalog" dropdown
Choose the specific catalog or price list you want to assign to that customer from the available options
This allows you to customise catalogs or price lists for individual customers based on their specific needs.
Q - How are shipping and billing addresses managed in the application ?
Ans - In our application, managing shipping and billing addresses is a straightforward process:
During Customer Addition:
While adding a customer, you have the option to input and specify both shipping and billing addresses for that customer.
Multiple Addresses:
You can add multiple billing and shipping addresses for a single customer, catering to various needs or locations.
Editing Addresses:
If there's a need to update billing or shipping details, you can easily do so by editing the customer's information.
1.Navigate to the customer details.
2.Edit the necessary fields for billing or shipping addresses as required.
3. Save the changes, and the addresses will be updated accordingly.
This flexibility ensures that you can efficiently manage and modify customer addresses based on evolving requirements.
Q - Can I store payment information of my customer?
Ans - Yes, you can securely store payment information for your customers within our application. Here's how:
During Customer Addition:
While adding a customer, there is an option to add card details against that customer.
Card Storage:
All the card details entered during the customer addition process will be securely stored against that specific customer.
This feature ensures convenient and secure management of payment information, streamlining the payment process for both you and your customers.
Q - Can I assign multiple sales rep to a customer ?
Ans - Yes you can multiple sales rep to a customer. The drop down for a sales rep is multi select in user management section.