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Overview
The Contacts feature allows you to create a database of your customers within the Orders system. With this feature, you can effortlessly search for customers by company name, customer name, or email address while despatching orders. It makes it easier for you to keep track of your customers and ensures that you can quickly find the information you need when you need it.
By keeping a database of your customers in Contacts, you can also save time when entering customer information for new orders. You can select the customer from your Contacts list, and their information will be automatically populated in the appropriate fields.
Overall, the Contacts feature is a valuable tool for managing your customer relationships and streamlining your order despatch process.
List Contacts
The "Filters" feature within Contacts allows you to search or sort through your list of customers. You can use this feature to quickly find the customer or customers you need based on specific criteria.
The "Bulk Action" feature allows you to select multiple contacts at once and perform actions on them. For example, you can use this feature to delete multiple contacts at once.
When you click the "View" button on the right side of the contact row, you will be taken to a page where you can view and edit the customer information. You can also create a quick shipment or order from this page using the customer's information. After editing the customer information, you can save your changes and return to the previous page by clicking the "Return" button at the bottom right corner.
The "Quick Ship" button within Contacts allows you to quickly create a one-off shipment using the customer's address information already filled out for you.
Lastly, the "Quick Order" button takes you to the manual order creation page located in "Orders -> Create Order." This feature automatically populates the customer information for you, making creating an order for the selected customer easier and faster.
Create Contact
To create a new contact in the Orders system, go to the Contacts page and click the "Create Contact" button. You will be prompted to enter the contact's name and email address from there.
Once you have entered this basic information, you will be taken to a page where you can enter additional details about the customer, such as their address, phone number, and company name. After filling out all the necessary information, you can save the contact by clicking the "Back" button at the bottom of the page.
Contacts Import/Export
The "Import/Export" section on the Contacts page allows you to manage your customer database by importing or exporting customer data. To import customer data, you can upload a CSV file containing the customer information, such as their name, email, address, and phone number.
On the other hand, exporting customer data allows you to save your customer database to a CSV file. It can help create backups of your customer data or share it with other users or systems. To export customer data, click the "Export" button and select the fields you want to include in the export. The system will then generate a CSV file containing the customer data, which you can download and save to your computer.
The system will then prompt you to map the data by selecting a column from the CSV file for each corresponding field in the system. If a particular field is not applicable, you can leave it blank by choosing the "---" option. Once you have mapped all the critical areas, you can submit the data for import.
