How to configure your clients?

List clients to manage sales

Published on 05/04/2022Hind Andaloussi

Setting up your customer information allows you to list your customers and better organize sales services.It is a step prior to the sale of products that allows you to analyze your sales.

This key step, prior to sales management, makes it possible to organize services and obtain a precise and segmented sales analysis downstream.

Customer information is accessible in the Settings tab of the main menu, Customer section

1. Click on the " Create " button represented by a blue " + " at the bottom left

2. Fill in the fields (name, company name, SIRET, VAT number)

3. Validate by clicking on the " Create " button

It is also possible to create a customer through the sales list screens (always via the " + ")

Or even from a customer's page (always via the " + "), which allows you to concentrate on the task of creating all your customers one after the other.