Unleashed | Adding Customers

Unleashed | Adding Customers

Adding customers in Unleashed is a straightforward process that can significantly benefit your business. By maintaining an organized and up-to-date customer database, you're setting the foundation for efficient sales and enhanced customer relationships. In this video, we'll guide you through the seamless process of adding customers to the Unleashed system.


    • Related Articles

    • Unleashed | Adding Payment Terms

      In Unleashed, payment terms help define the timeframe within which a customer is expected to pay for their purchases. Adding payment terms allows you to streamline your invoicing process and ensure that customers are aware of their payment ...
    • DEAR Inventory | Adding customers

      With every sales order, a customer is attached. With the distribution Business, there is so much information related to a customer that we need to save with us like payment terms, currency, shipping and office address, etc. In this video, we'll delve ...
    • Unleashed | Adding Suppliers

      Learn how to seamlessly add suppliers to your Unleashed management system with this step-by-step tutorial. Managing your supplier relationships has never been easier. Efficient supplier management is the backbone of any successful retail or ...
    • Payment Terms

      About Payment Terms The Payment Terms page enables you to customize and maintain payment terms. You can use this screen to add new payment terms, or modify existing payment terms to calculate a due date on an order. Once you have added a payment ...
    • Adding Sales Order

      The Add Sales Order page enables you to enter sales orders for customers. This page provides you with the flexibility to edit sales orders at line level.  If you want the ability to create multiple shipments, multiple invoices, and purchases, you ...