Customers tab overview

As mentioned in the video, click on the following links to learn more about customer groups, user groups, and Handshake Direct Online.

You can't write a sales order without a customer. Learn the basics and be up and running in no time.

Quickly view the customer ID, name, contact, address, group, owner and total number of orders
Click into the ID field OR name to pull up and make changes to all customer details
Add billing and shipping addresses, credit cards, view order history and create new orders
Search by ID, name, contact and city
Filter by customer and user groups if setup
Change an owner or group and delete customers individually or in bulk