{"id":2203,"date":"2019-07-20T20:15:27","date_gmt":"2019-07-20T20:15:27","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=2203"},"modified":"2024-03-19T16:42:21","modified_gmt":"2024-03-19T16:42:21","slug":"how-do-i-manage-customers","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-manage-customers\/","title":{"rendered":"How do I manage customers in the app?"},"content":{"rendered":"<p>Admin users and sales rep users (if given the right permissions) can add and edit customers in the Onsight app.<\/p>\n<p>To add a new customer: <\/p>\n<ul>\n<li>Log into the Onsight B2B Sales app.<\/li>\n<li>Tap on \u2018Customers\u2019 on the top of the screen. Your customer list will display.<\/li>\n<li>To add a customer:\n<ul>\n<li>Tap on the \u2018+\u2019 button.<\/li>\n<li>Fill in the customer name and tap &#8216;Next&#8217;.<\/li>\n<li>Fill in the details for the primary contact person.<\/li>\n<li>Fill in the customer&#8217;s billing address.<\/li>\n<li>Fill in the customer&#8217;s shipping address.<\/li>\n<li>Choose the address that must be used when you reps check into the customer&#8217;s location. <\/li>\n<li>Choose which customer groups this customer should be added to. <\/li>\n<li>Choose which sales reps shown own this customer.<\/li>\n<li>Add some additional notes.<\/li>\n<li>Tap &#8216;Done&#8217;.<\/li>\n<\/ul>\n<li>The new customer will sync to the cloud immediately if you are online or, if offline, as soon as you are online again and you manually trigger a sync.<\/li>\n<\/ul>\n<p>To edit the details for an existing customer:<\/p>\n<ul>\n<li>Tap on the customer that you want to edit.<\/li>\n<li>Tap \u2018Edit\u2019 in the top right.<\/li>\n<li>You can now follow the same steps as when the customer was created. Either swipe left or tap \u2018Next\u2019 to move to the next screen.<\/li>\n<li>Tap \u2018Done\u2019 when you completed updating the customer&#8217;s details.<\/li>\n<li>The updated customer info will sync with the cloud immediately if you are online or, if offline, as soon as you are online again\u00a0and you manually trigger a sync.<\/li>\n<\/ul>\n<blockquote>\n<p>This article applies to the Onsight B2B Sales app that is available for iPhone, iPad, Android phone and Android tablet devices.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Admin users and sales rep users (if given the right permissions) can add and edit customers in the Onsight app. To add a new customer: Log into the Onsight B2B Sales app. Tap on \u2018Customers\u2019 on the top of the<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2203"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=2203"}],"version-history":[{"count":7,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2203\/revisions"}],"predecessor-version":[{"id":3794,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2203\/revisions\/3794"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=2203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=2203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=2203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}