How to edit existing customer

Customers are those who are going to use the customer portal.

They are the one who are going to give orders to Our Customers(For ex. - 3PL companies).

In the dashboard :

1. Click on the hamburger menu (

   

   ) → Setup → Customer Management

   

• Method 1

  Go to Action Select Edit()

  option → A form shall appear with required fields

  

• Edit the fields that you want to change.

• You can download a sample Excel file to understand what data has to be entered by clicking on the

  Download Sample Excel

  option from the window.

  • Click on

    Select From Computer

    to upload your Excel sheet.

  • One can also drag and drop your file into the space provided in the window.

  • Click On Update Customer Master after Uploading.

You have successfully updated the existing Customers.