Setup steps for customer account


  1. For customer account management  first screen you will see is shown below.

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  2. Click on button “Next” in first screen & you will be on below screen, like employee management setup you can manage customer in two ways (In subgroups or indivually).

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  3. Here I am showing you to “Manage customer account In groups”. Click “Next” button after selecting the option & go to next screen.

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  4. Click on “+” button shown in upper screen for adding groups & it will open dialog box for adding subgroup. Fill the name and Click on “Add” button.

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  5. Repeat Step 3 for adding more subgroups.

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  6. For adding customer accounts under different categories click on “+” button in front of respective categories.On clicking “+” button in the upper screen dialog window will open , fill the information and click on “Save” button

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  7. Repeat step 6 for adding more customer accounts. After adding accounts it will show something like below screen.

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  8. After adding all the accounts click “Done” button to finish the customer account management setup.

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