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Create and Manage Customers
Create and Manage Customers

Guide to managing customer profiles

Updated over 5 months ago

App

Create customers

  1. Go to MoreCustomers.

  2. Click on New customer and enter your name. Other information such as phone, address and email are optional.

  3. Activate the Allow customer to pay later checkbox if you want to sell on credit.

  4. Once you have completed the customer's data, click on Save, and you have created your first customer.

5. If you already have a registered customer, simply click on the '+' icon and enter the data.

Import contacts to create a customer

Importing customers will help make the process of adding customers to your business easier and more automatic.

  1. Click on MoreCustomers.

  2. Click the Import contacts icon at the top right:

  3. It will prompt you for access to enter your contacts, select Enable permission.

4. The contacts you have registered in your cell phone will be displayed, search and select the ones you want to import as clients.

5. Once you have selected the contacts, press Import selected.

6. And that's it! They will be automatically added to the list of your customers.

Remove customer

  1. Click on MoreCustomers.

  2. Select the client you want to delete.

  3. Now, click on the trash can icon on the top right to delete.

4. You will be asked to confirm the action to delete customer or cancel.

Web

Create Customer

There are two ways to add a customer:

A)

  1. Go to the Customers tab.

  2. Click on the Add Customer button.

  3. Enter the Name and Address of your customer.

  4. Fill in a Phone number and Email that will be used to contact the customer.

  5. Click Save.

B)

  1. Go to New Sale.

  2. Select "Add customer" at the top.

  3. Click on the "+" icon and add the necessary data.

  4. To finish, click on New Customer.

Edit Customer

  1. Go to Customers.

  2. Click on the customer you want to edit, and add the new details.

  3. Click Save.

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