How do I manage my customers a Customer on Posibolt?
How do I manage my customers a Customer on Posibolt?
This feature allows you to edit, save, and see customer activity on Posibolt based on your search parameters.
- Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the Main Menu when you click it.
- When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Masters and click Customers under the Masters menu.
- Enter your search parameters and filters to search, or click Advanced to further specify your search filters.
- A list of customers will appear, on the right side you can see details about the customer of your choice or navigate to the bottom of the screen and click Export to export your customer details and even send an SMS to all the customers you would have selected by using the check mark on the right side of the table with customer details.
- On the top right of this same menu, you can see the first icon is a figure with a plus sign (adds the customer) on it, and the second one is the same with a pencil on it (Edit a customer), the 3rd one has 2 man-like icons together (used to view customer) and the one with an arrow facing (import contact) by using a specific file format with a specific layout for imports.
Related Articles
Administration Overview
What is Administration on Posibolt? This is a section where where many of the setups, creations, and configurations are located, ranging from products to suppliers/vendors to users, and more. How do I create a User on Posibolt? Please note some ...How do I create and manage a product on Posibolt?
How do I create and manage a product on Posibolt? A product is often referred to as merchandise, and in manufacturing, products are bought as raw materials and then sold as finished goods Log in to Posibolt and navigate to the top left of the screen ...How do I create or manage barcode templates on Posibolt?
How do I create or manage barcode templates on Posibolt? A barcode (sometimes seen as two words, bar code) is the small image of lines (bars) and spaces that is affixed to retail store items, identification cards and postal mail to identify a ...How do I manage my Warehouses on Posibolt?
How do I manage my Warehouses on Posibolt? Warehouse refers to a place where goods are stored/kept. Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu ...How do I manage the Discount Schema on Posibolt?
How do I manage the Discount Schema on Posibolt? Discount Schema refers to an arrangement whereby, upon presentation, the holder of the customer is entitled to Purchase a Fare at a lower price than would otherwise apply. Log in to Posibolt and ...