Customer Management
Managing customer records and relationships.
5 articles
Customer Records
Creating and maintaining customer records.
- Store Credits on a Customer RecordProcess, report on, and apply store credits against customer records in Blackpurl.
- Payment of AccountReceive and record payments against outstanding Accounts Receivable debtor invoices directly in Blackpurl without accessing your accounting package.
- Change the Price Level on a Customer RecordAssign a discounted or VIP Price Level to a customer record so that new orders and service jobs automatically use the correct pricing.
- Add and Edit a Customer Record in BlackpurlLearn how to create a new customer record in Blackpurl and how to edit an existing record when a customer's details change.