Create new customers and manage your contacts : contact information, order history, payment data and other informations.
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From the web
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Create a customer :
To create a customer, click on "Sales", in the left side navigation pane, and then click on " + " next to " Customers " :
A new page opens, in which you can enter information about your customer :
You can also enter information about your customer's address.
Then enter the details of their logistics:
And finally enter information about his accounting :
Don't forget to save once you've finished creating your client :
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Manage your customers :
To manage your customers, you need to reach the list of your customers. For that, click on "Sales" and then on "Customer " in the left side navigation pane :
In your customer list, you can search and filter the results to find your customer more easily :
Once the customer list is displayed, multiples actions are available :
- You can consult the customer card of your customer by clicking this button :
- You can edit the customer card of your customer by clicking this button :
- You can delete a customer by clicking this button :
Once you have made all the changes, don't forget to save :
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From the mobile app
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Create a customer :
To create a new customer from the mobile app, click on the "Customer" button from the home screen to display your customer list. Once you are in the customer list, click on "+" at the top right of your screen :
The form to create the customer is displayed, you can fill in informations about his contact details, logistics or accounting :
Don't forget to save your entry by clicking the "create" button at the end of the page.
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Manage your customers :
To manage your customers, you need to go to your customer list, accessible from the application's home menu, as shown in the process of creating a customer.
You can then edit all the customer information.
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