A short video showing you how to find and change a customer address while you are checking out on the Web Wizard.

When placing an order for one of your customers you have the choice of drop shipping or mailing back to your store.  Upon check out once you clicked finalize you are brought to the shipping page.  If you see your customers addresses and not your stores address all you have to do is click on the DEALER tab in the Choose Shipment Location Window as shown on the right.

Upon checking this tab all your addresses will be brought to the forefront, and by simply clicking on the address box you want it will change to gray showing you have chosen a particular address.  Once you hit continue at the bottom of the page you will see on the order confirmation page that you have chosen your address. 

To edit an address or contact information go to Customers/Manage on the menu.  In the search box start typing the customer’s name you are looking for the and system will search as you type.  Upon finding your customer on far right of the customers information under action click on edit.

• Your customer window will open
• If you need to edit the address click on the address tab, find the address box on the left and click on it
• The address will populate on the right portion of the screen
• Begin making your edits
• When finished click update in the bottom right
• Then click save customer to close the window

To edit contact information you would follow the same steps above excpet you would start by clicking on the Contacts tab.

To add your customers to the database you should follow the steps below:

• Go to the customer dashboard by clicking Customers/Manage on the menu
• Click on the plus sign in the upper right of the screen to add a customer (+) and your customer window will pop open
• Under Customer type – designate Business or Individuals, type in the customer name (you do not have to save until you are done adding all information)
  • We suggest you set your customers up as business and put the many contacts and addresses under the business
• Click Addresses tab, click Add New Address (link in upper right)… add the address if this is a default address click make default, as during check out it will default to this address. CLICK ADD
• Click Contacts / Add New Contact (link in upper right)
  • Add each of the contacts you have for this department, after adding each CLICK ADD.
  • Be sure to identify who is the default contact by putting a check in the Make Default Contact.
• CLICK SAVE CUSTOMER When you are finished with this customer