Customers

Breadcrumb path: Customers

You can access this page by clicking on Customers from your main menu.

Customers Fundamental

In this section, you will learn to use the Customers module. Customers enables you to Search, View, Edit, Sort, Copy, and Download information for all Customers in your system.

Now that you have learned the fundamental idea, this guide will walk you through the Customers module.

• 1 In this area, you will find a row of buttons to perform various functions on your

  Customers information.

• Add. Click here to Add new Customer. A new screen will appear prompting you to enter the necessary information.

• Customize Columns: This button opens a pop-up for the user to control which columns are visible on the Customers List section. 
  
  • User ID: By default, User ID is a disabled column.
  • Date: By default, Date is an enabled column.
  • Email: By default, Email is an enabled column.
  • First Name: By default, First Name is an enabled column.
  • Last Name: By default, Last Name is an enabled column.
  • Company: By default, Company is a disabled column.
  • Status: By default, Statusis an enabled column.
  • Action: By default, Action is an enabled column.
  • Restore Visibility: Clicking Restore will enable all default columns and disable any non-default columns. 

• Copy. This button enables you to Copy your Customers information.

• Print. This button enables you to Print your Customers information.

• [CSV | Excel | PDF | JSON]. These buttons enable you to download your Customers information in the corresponding file formats.

• Search. This field enables you to Search all your Customers information.

• 2

  Columns.

• User ID. This column displays the User ID of the Customer.

• Date. This column displays the Date on which the Customer account was registered.

• Email. This column displays the Email address of the Customer.

• First Name. This column displays the First Name of the Customer.

• Last Name. This column displays the Last Name of the Customer.
   
• Company: This column displays the 

• Status. This column displays the Status of the Customer account (either enabled or disabled).

• Account Type [Retailer | Customer]. This column displays the Account Type, Retailer, or Customer. Each Account Type has a different set of options.

• Retailer. This Account Type applies specifically to Retailers.

• Customer. This Account Type applies to ordinary Customers.

• Actions [Edit].  This column enables you to Edit the Customer account.

Note: Retailer Accounts offer a Net Payment option that enables retailers to Pay a certain number of days from the invoice date. 

• 1 Net 30 / 60 / 90

  . Click this dropdown to select Net 30, Net 60, or Net 90.

• Net 30. Select this option to enable Payment in 30 days.

• Net 60. Select this option to enable Payment in 60 days.

• Net 90. Select this option to enable Payment in 90 days.

Here is an example of how the Net 90 Payment option appears on the front end of a website during Checkout:

Now that you have learned how to use the Customers module, that completes this section of the user manual.