Customers
View your Customers.
Summary
Use this screen to search for and manage customers. You can also use the search in the top right ...
Managing Customer Information
When editing a Customer, you will be able to update personal details, view Loyalty scheme informa...
Account Types
Trade Customers
To be a Trade Customer, this must be enabled on the Account tab by an User when editing a Custome...
Retail Customers
This is the default Customer Type. Registration A Retail Customer may be manually registered in t...
Summary of Account Statuses
Any Customer may be marked as a Retail or Trade Customer There are four primary Customer Statuses...