Customer Management
- Steps for Retailers who need multiple Logins
- Browsing Customers
- Adding a New Customer
- Editing a Customer
- Merging Customers
- Managing Unassigned Customers
- Managing Customer Assignments
- Retailer Categories (Customer Categories)
- Importing Customers via Excel
- Parent Chains (Customer Chains)
- Email Blasts
- Importing Manufacturer Customer Account Numbers
- Checking Customer Assignment by Zip Code
- Customer Quick Reports
- Retailer Flag (Persistent Notes for Customer's Orders)