Customers

Customers Resources
Customer List Add a Customer  Getting Started Products Orders Customers Clubs Reports Help
Wed, 10 Jan, 2024 at 3:04 PM
Add a New Customer
Go to the CUSTOMERS tab and select ADD CUSTOMER. Fill in the new customer’s information and click SAVE. NOTE: Email validation occurs immediately after e...
Wed, 10 Jan, 2024 at 3:05 PM
Customer List
Go to the CUSTOMERS tab and select CUSTOMER LIST. A list of all of your customers and their contact information appears. For each customer there is an op...
Wed, 10 Jan, 2024 at 3:06 PM
Importing Credit Card Information
You do need to initiate a transfer of card data with your existing processor Your software provider will provide: The processor's customer ID’s that ...
Wed, 10 Jan, 2024 at 3:07 PM
Manage a Customer's Orders
View Customer Details The Customer Details screen is presented: After a new customer is added, see Add a New Customer. When an existing customer is sele...
Wed, 10 Jan, 2024 at 3:09 PM
Adjust or Create a Customer Stored Credit
Credit can be stored on a customer's account for use on their future purchase(s). Stored credit is automatically applied as a payment on order(s) placed...
Wed, 10 Jan, 2024 at 3:11 PM
Tips for Age Verification Photo Upload
The following tips will help ensure that your age will be successfully verified using the photo uploaded. Capture document images with at least a 5 MP cam...
Wed, 10 Jan, 2024 at 3:12 PM