Customers

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23 articles in this collection
Written by Ian Green and Michael Rabbich

Retail vs Trade Customers - What Is The Difference?

An overview of the main differences between trade and retail customers
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Watch List

Highlighting and adding customers to a watch list in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Add Notes

Adding notes to a customer's account in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Order Details

Manage and edit orders past and present using the order details screen
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Cancel An Order

Cancelling undispatched orders using the customer screen in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Payment Terms & Credit Limits

How to select specific payment terms and set credit limits for customers and companies you deal with in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Add New Customer

Manually adding new customers in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Screen - Overview

A brief introduction to the customer screen and it's many functions in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Invoices

How to create one off invoices in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Refunds

Issuing refunds using outstanding credit notes in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Credit Notes

Adding credit notes to customer accounts manually in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Payments

Adding payments to customer accounts manually in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Allocations

How to manually allocate payments and credit notes to invoices using the customer accounts screen in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Customer Accounts - Overview

An overview of the customer accounts screen in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Assigning Agents To Customers

How to add agents to customers in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago

Creating A Wholesale Channel

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Written by Ian Green
Updated over a week ago

Creating & Applying Trade Discount Codes

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Written by Ian Green
Updated over a week ago

Exporting Customers

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Written by Ian Green
Updated over a week ago

Importing Customer Details

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Written by Ian Green
Updated over a week ago

Processing a Customer Return when it arrives

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Written by Ian Green
Updated over a week ago

Creating a Customer Return

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Written by Ian Green
Updated over a week ago

Customer Statements

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Written by Ian Green
Updated over a week ago

Customer Screen - Order From Stock & Telephone Orders

Manually creating orders from stock for use with one-off orders, telephone orders or trade customers in Cloud Commerce Pro
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Written by Michael Rabbich
Updated over a week ago