3. Setup Customers

Use this configuration screen to fine tune how your customers are matched / or created in your accounting software. Choose exactly how your customers are arranged in your choice of accounting software and select that as your first matching criteria. Optionally you can match email with email to be doubly sure.

This is what the customer configuration screen looks like for POS. 

This is what the customer configuration screen looks like for QuickBooks. 

 If a customer is not found pre-existing in your accounting software, you can choose to create a brand new customer and then fine tune the customer setup. If you are creating individual customers, you can also add a price level or map additional customer fields to custom areas in your accounting software. 

You can also choose to use a standard customer for all transactions. That way all sales from the online store would be under Single online customer e.g. 'Online Sales'. 

You also have the option of using a standard customer but on a customer job basis. That way all sales from the online store would be under Single online customer separated by the customer / company name e.g. 'Online Sales : Nick Williams, Online Sales : Stephen Murphy etc'. 

For every new customer transferred from your accounting software to the online store, you can choose to let the customer know that an account has been created for him in the online store. Learn more about customer transfer here: Customer Transfer with Unify Enterprise

If you have customers from multiple countries, remember to map currency. Simply select the customer country and currency type. 

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