SUMMARY
In this video, I walk you through the process of adding customers in our system, which is essential for targeting other businesses and expanding our customer base. I demonstrate how to access the Manage button, navigate to Customers, and add a new customer by filling in their name, company name, phone number, email, and type of customer, such as retail or distributor. It’s important to also include their address. Please follow along and ensure you complete these steps for your own customer entries. Thank you!
So you’re targeting other businesses, so you want to, of course, add customers. So what we’re gonna do is go to the Manage button here, then click it, and then click Customers.
So this is perfect if you are targeting other businesses. So you can just give, or, you can just give your orders in bulk.
So what you’re gonna do is click the plus sign here, then you click Add Customer, then you’re gonna give the name of the customer, the company name, Thank you.
Then their phone number, then their email. Make sure to write what type of customer they are.
Could be retail, could be distributor. So let’s click this for now. And then afterwards, just add in, uh, the address of this customer.
Then, uh, more or less, you’re done. Create customer.
And now you have this saved on your end.
