WebStore Configuration – Customers 💼 WebStore Configuration – Customers Overview The Customers section in the POS system allows administrators to configure customer-related features that...
Merge Customer History Sometimes a customer can be entered more than once. To merge a customer’s history with another, Select the Cust icon...
Creating A Contract Creating a contract for specific groups of customers is an excellent way to offer special pricing to certain customers. ...
How to Create a New Customer in The Uniform Solution Steps to Create a New Customer: 1: Go to Home > Customers (Shortcut – Ctrl + U) 2: Select the...
Adding a Customer to Rollup Account Rollup accounts allow organizations to consolidate invoices and statements for multiple customer accounts under a single parent (or “rollup”) account....