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Customers

Jazva Devs -

Learn how to manage your customer accounts, track their order history, monitor accounts receivables and more.

Contents:

Jazva’s system will auto-create customer records every time a new customer places an order on any of your web-stores, whether via phone, EDI or bulk import. You can also bulk upload your customers from an Excel file.

Manually Adding Customers

  1. From the main menu, navigate to CRM and select Companies.
  2. Click Create a Company.
  3. Fill out all the necessary customer information.
  4. Click Create to complete setup or Create and Add Another.

Bulk Importing Customers

  1. From the main menu, navigate to CRM and select Import Customers.
  2. You will now need to upload a Customer import file in the correct format. Click on Download Sample to see the acceptable column header formats. Files must be uploaded in .xls or .xlsx.
  3. Click on Choose Files to upload your file.
  4. Select a Tier from the dropdown or leave as default.
  5. Click Upload & Verify.

Editing Companies

  1. From the main menu, navigate to CRM and select Companies.
  2. Select a title from the Company List View.
  3. To edit the existing company information, you can click on Actions > Edit. To make quick edits within the page, just hover the mouse over the field you want to change and click on the pencil icon.
  4. To merge a company, click on Actions > Merge. This cannot be undone.
  5. The blocks on the right sidebar will allow you to add contacts, credit notes and payments.
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