CUSTOMERS

This section allows you to view all customers and their details and let you perform provided actions on them. You can also create new customers from here.

How to Create a New Customer

1. Click “+ New Customer" from Customer Listing page
2. Specify First Name, Last Name and Email
3. Option to add Billing Address
4. Specify Street & City.
5. Select State & Country.
6. Specify Zip Code & Phone Number.
7. Option to mark entered Billing Address as Shipping Address.
8. Click “Create Customer"

Performing Actions on Customers

View Details of a Customer

Option against each Customer on Customer Listing Page. It allows to view all the details of a selected Customer.

Edit a Customer

Option against each Customer on Customer Listing Page. It allows to edit the details of a selected Customer.

Disable/Enable a Customer

Option against each Customer on Customer Listing Page. It allows to Disable/Enable the Customer from appearing.

Delete a Customer

Option against each Customer on Customer Listing Page. It allows to Delete the Customer.

How To Import CSV To Add Customers in a Winery

See Customer List Page : Upload CSV File.