Customer Accounts
Elevate your customers experiences, increase retention, and drive revenue with our comprehensive customer management solutions
Create, manage, import and export customer accounts with ease
Add custom fields to customer registration as per business requirement
Add custom fields to customer registration as per business requirement
Automate customer service and support, and also integrate with other tools like inventory, and shipping
Unlock your sales potential and boost productivity
Efficient product management
Create product lists with standard as well as custom fields. Option to import and export product lists to Csv and Excel formats
Organize products by category to make it easier to find products, manage inventory, and analyze sales data
Tool to easily import and export product categories
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We are here to assist you with any issues or queries you may have
FAQs
How to add a customer?
How do I link a sales price list to a product?
How do I create a product category while adding a new product?
What information do I need to provide to update a product price?
How do I add a new product group?
How do I add a new brand?
How do I delete a product catalogue?
How do I create a Request for Quote in the Orders menu?
What are the steps to generate a Sales Quotation from a Request for Quote?
What is the process for creating a Sales Order?
What is the process for creating a Goods Shipment?
What is the process for creating a Sales Invoice?
How to create a sales return?
How to reactivate a sales return?
How to create a return receipt from a sales return?
How to create a return receipt?
How to create a credit note?
How to reactivate a credit note?
How to add a sales price list?
Is it possible to modify an existing sales price list in the system?