How I can check my customer list?

If you wish to check the Customers list or wish to edit any customer profile, or allow them access of the portal or wish to contact the customer via SMS, the below-mentioned steps will teach you how.

  • Click on ‘Orders’ from the top panel.

  • A drop-down menu will appear.

  • Click on Customers.

  • A window will display the Customers’ profiles.

  •  Click on the required profile to be opened.  

  • A Profile will open.

  •  You could also check the order by clicking on ‘PoS Orders’ icon on the top right corner.

  • A list of orders will open.

  •  The order slips can also be downloaded by clicking on the download icon on the top-right corner of the page.

  • Click on ‘Test Customer’ to return to the customer profile.

The Customer profile can also be edited if required. 

How to edit the Customer’s profile?

To edit the profile of any customer.

  • Open the profile.

  • Click on edit.

  • Any information can be added or modified be it:

    • Company Type

    • Name

    • Address

    • Tax Id

    • For contact info, for adding contact & addresses click on add icon.

  • Fill in the required details.

  • Click on Save and close.

  • Click on Sales & Purchases to keep a track of both.

  • Fill in the required relevant information.