Manage your customers
Learn how to add customers to Inform, configure customer identity, financial, and shipping information, as well as how to generate customer reports.
- Manage your customers
- Add a customer
- Manage sales territories
- Create jobs to group sales and purchase orders
- Create customer ranking criteria
- Delete a customer
- Generate customer reports
Set up Inform to manage customers
- Categorize customers by business or pricing
- Set up customer payment terms
- Create tax codes
- Manage your salespeople
- Add, update, or delete a salesperson
Configure additional customer properties
- Configure additional customer properties
- About customer status
- Specify standard customer properties
- Create a single price list for multiple customer accounts
- Add customer notes