Managing Customer Lists
The Customer List allows you to view companies that have signed up and accessed pricing on your ecommerce website, create your own records for companies you do business with, and view and adjust customer settings and account details.
To access the Customer List, use the side navigation and select Customer Mgmt > Customer List.
If you have more than one location, each of your selling locations has its own Customer List, allowing you to independently track and set different settings for the companies purchasing from each location.
If your customer has more than one location they shop for, those are also listed independently, giving you the ability to set different pricing tiers, payment terms, and tax status for each of your customersā locations.
You can use the Customer List to update these settings as needed; for example, if a customer moves to a different pricing tier or their tax status changes.
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