Add New Customer Classification
This article will cover how to create a Customer Classification (Class). Classifications can be helpful when grouping customers together. You...
Customers
How to manage your customer data and settings.
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Adding Customers to a Contract
Adding a customer to a contract is a quick and easy process. Access the customer list by selecting the Customer icon... -
Viewing a Customer’s Average Ticket Size
The system allows you to quickly review a customer’s average ticket size, along with other key sales metrics that help... -
How to Reset Allowances, Credit Limits, or Restrictions for Sub‑Accounts
Resetting allowances, credit limits, or disabling restrictions for sub‑accounts can be done quickly within the program. This article walks you... -
Add A New Customer to A Sale
Add a new customer to a sale by pressing F2-New Cust on the sales entry screen The Adding Customer form...
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