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
Next: Products Tab Overview →
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