• How to export customers basic information

    • 10 July 2022
    • Lin Sun

    1. Go to customer information setup in system. 2. Click “export”. 3. Input file name and save, you can have a file of customer information.

  • How to set a credit limit, term and personal discount for a member

    • Lin Sun

    1. Go to “customer information setup” in toolbars. 2. Select a customer and click “edit”. 3. Modify credit limit and term that allowed to your customer. 4. If you want to give a customer a special discount all the time, you can set select a price or set a discount rate….

  • Where to modify customer’s basic information

    • Lin Sun

    1. Go to “customer information setup” in toolbars. 2. You can see customer information page. 3. Select a customer and click “edit”. 4. Then you can modify his or her basic information and click “Save”.

  • How to Modify Your Warehouse Information

    • Lin Sun

    1. Go to “warehouse location setup” in toolbars. 2. Select a warehouse and click “edit” 3. Modify details 4. You can click “new” to create a new warehouse information.

  • How to Set a Logo on Customer Display

    • Lin Sun

    1. Go to systems in the toolbar. Click “profile setup” 2. Select “general”. Click the button with “…” to set a picture as the logo

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