You create a customer order by using the '+ Customer' located at the top of the webpage.

Screen_Shot_2017-07-13_at_11.34.11_AM.png

General

You can create a single customer profile or a company profile with many contacts.

Screen_Shot_2017-07-13_at_12.29.07_PM.png

Billing & Shipping Information

Add customer billing & shipping information

Screen_Shot_2017-07-13_at_12.32.37_PM.png

Extra customer information

Here, you can add additional information about the customer that is necessary for your relationship with them!

Screen_Shot_2017-07-13_at_12.36.31_PM.png

Public Profile

Before saving the customer information, using the checkbox, you can send your customer their 'Public Profile'. Once you save and/or update your customer with this box checked, they will receive a secure link to their profile detailing all of their past and current orders, as well as where they currently are in your workflow!

Screen_Shot_2017-07-13_at_12.39.02_PM.png

Create Customer

Click 'Create Customer' to save your customer's profile.

Screen_Shot_2017-07-13_at_12.40.18_PM.png

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.