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How To Guides

How To Guides

Create/Update/Remove Customers from Orders

In the new 9.4 update, you can now create, update and remove customers right from the Order Processing Tab.

Create Customer from Orders

Click on "Menu," scroll down to "Order Processing."

Sorting Records

Click on an order, when you do a menu will show up above. Click on the "edit order" icon (the pencil).

Order Processing

You can now see all the details of the order. To create a customer from this order, click on the "Assign" button under the Order Number.

Assign

A new window will pop up. Click on "Create Customer From Order" button at the bottom.

Create Customer From Order

This will bring up a new window that will allow you to create a user name and password for this client.

Create Customer From Order

You'll now notice that next to the customer will be their name now as well as the Business Account that you assigned them to.

Order Processing

Remove Customer from Orders

Let's say your customer is no longer part of the Business Account you have them assigned to. You can remove them from the order in the Order Processing area.

Click on the customers order and then click on the "Edit Order" button.

Update Order

Next to the customer's name, click on the "Edit" button.

Edit Customer

Click on the "Remove Customer from Order" button

Remove Customer

A window will pop up asking you if you want to recalculate the orders again based on the change you have made. Click "yes."

Recalculate Discounts

You'll see that the customer name is now blank, with all prior customer info removed.

Customer Blank

Update Customer from Orders

If you want to tie a customer to a Business Account that receives discounts, you can update their account right from the Order Processing admin.

Click on the customer's order that you want to update, then click the "Edit Order" tool.

Edit Business

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