Import/ Manage Customers

This functionality allows users to efficiently manage customer information, including adding new customers, importing from Excel, and setting up detailed profiles with notifications and login access. The process is streamlined within a user-friendly interface for easy customer management. 

Here is a reference video:

1. In order to import or manage a customer, click on Customers on the left hand side Menu.

2. Clicking on the customer option will take you to the customer page, where you can view the list of current customers. You can also add a customer using the "Add New Customer" option in the top right corner. 

3. You can also import customers from excel.

Below is the excel format from we can import customers at a go through excel

4. When you click on "Add New Customer," you can specify the customer type, company name, contact person details (including setting up WhatsApp notifications), and address information. Clicking the "Customer List" button in the top right corner will return you to the customer listing page.

5. After filling in the details above, complete the sections as shown in the screenshot (with instructions in red). You can also create login credentials and assign a portal to the customer. Once done, save the details or save and send email access to the customer.