Within CartonCloud, customers are your list of clients, companies or people who you invoice for performing Warehousing and Transport work. Below are instructions related to creating and managing Customers.
As CartonCloud leverages your Accounting software to generate the invoice, Customer billing addresses as well as the invoice layout including your banking details are all managed and maintained within your Accounting software program and do not need to be setup within CartonCloud.
- Adding New Customers Individually
- Adding Customers in Bulk
- Merging Customers Together
- Deactivating/Reactivating Customers
- Customer Settings
- Purchase Order Products Settings
- Customer Sale Order Settings
- Customer Invoice Settings
- Customer Transport Management Settings
- Bulk Export and Import on Customer Settings.