Client Management Articles

How to Create a Client
In this article, you will learn how to create a client. Clients are your customers, who orders your products and services. The Client Management module allo...
Sun, 22 Apr, 2018 at 10:05 PM
How to View Client Details
In this article, you will learn how to view client details. View client details to access more options like editing client details, view refunds, delivery a...
Tue, 1 Oct, 2019 at 6:54 AM
How to Delete a Client
In this article, you will learn how to delete a client. Deleting a client will remove the client details from the clients list. In the Clients list, ch...
Tue, 10 Apr, 2018 at 12:33 AM
How to Create a Development
In this article, you will learn how to create new developments. On the Module Menu, click Client Management and select Create Development. You will be...
Tue, 3 Apr, 2018 at 12:39 PM
How to View and Update Developments
In this article, you will learn how to view and update Developments. On the Module Menu, click Client Management and select View Developments. You wil...
Tue, 3 Apr, 2018 at 12:21 PM
How to Delete Developments
In this article, you will learn how to delete existing Development. On the Module Menu, click Client Management and select View Developments. You wil...
Tue, 3 Apr, 2018 at 12:35 PM
How to Manage Client Addresses
In this article, you will learn how to update/edit client addresses. On the Module Menu, click Client Management and select View Clients. You will be d...
Tue, 23 Apr, 2019 at 10:04 AM
How to Create Client Delivery Address
In this article, you will learn how to create additional delivery address to a client. This option allows you to enter multiple client addresses. This is be...
Thu, 12 Apr, 2018 at 11:42 AM
How to Delete a Client's Delivery Address
In this article, you will learn how to delete clients' addresses. A client can have multiple addresses. This is common when a client has an alternate de...
Wed, 11 Apr, 2018 at 1:51 AM
How to Create a Unit Price
In this article, you will learn how to create a client-specific unit price. This is best used when product pricing differs for each client. You can specify ...
Thu, 12 Apr, 2018 at 12:47 PM