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….
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”.
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.
1. Go to systems in the toolbar. Click “profile setup” 2. Select “general”. Click the button with “…” to set a picture as the logo
1. Go to systems in the toolbar. Click “profile setup” 2. Select “General”. Then you can input the address which will show on bills.
1. Go to systems in the toolbar. Click “profile setup” 2. Select “general”. Then you can input a phone number and a fax which will show on bills.
1. Go to systems in the toolbar. Click “profile setup” 2. Select “general”. Then you can input a name which will show on bills.
Portal is a website for the user to setup rules for online order, loyalty , reading reports and so on. You could set accounts for your staff and set them as different roles to enable them to browse different pages on Portal. Here are some steps for you to set…
