CHANGE THE CUSTOMER ON AN ORDER If you need to change who the order is for, that is easy to accomplish. All you need to do is get back to the starting an order screen where you chose the customer. There are two was to accomplish this: At any time when you are in […]
Articles Tagged: customer
How do I Edit my Customers and Contacts?
EDITING YOUR CUSTOMERS 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 […]
How do I add my Customers?
ADDING CUSTOMERS TO THE ADDRESS BOOK 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 […]