This series of videos goes over all of the steps for creating customers. These videos are essential for anyone new to Orderbot as well as a great review for existing users.
Step 1 - Setting Up to Ship to and Bill to Customers
This video includes a brief overview of all of the different fields on the create customer screen.
Topics: Creating customers, bill to address (customer), ship to address (account), fields on create customer screen, house account, tax exemptions
Step 2 – Assigning a new Ship to an Existing Account
Topics: Adding another ship to address to an existing bill to
Step 3 – Searching for Customers
Topics: searching for customers, tips for searching
Step 4 – Customer Relationship Management
Topics: Status, Actions, Variables and CRM Dashboard
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