đź“ť How to Update Customer Information in Go Records
Are you looking for a way to update customer information in Go Records? Look no further! In this article, we will guide you through the process step by step. From selecting the customer to updating their details, we've got you covered.
đź“‹ Table of Contents
- Introduction
- Step 1: Click on the All Customer Option
- Step 2: Select the Customer
- Step 3: Select Update Option
- Step 4: Update Details of Products to be Delivered to the Customer
- Step 5: Enter the Price of Products According to Add Number of Products Refills in Daily Delivery
- Step 6: Swipe the Toggle Button to See the List of Delivered Products to the Customer
- Step 7: Select the Payment Type
- Step 8: Enter Monthly Payment Along with the Cost of Each
- Step 9: Select When to Deliver to the Customer
- Step 10: Select the Option to Include Item Entry in Bill
- Conclusion
Introduction
Go Records is a powerful tool for managing customer information. However, updating customer information can be a daunting task. In this article, we will show you how to update customer information in Go Records quickly and easily.
Step 1: Click on the All Customer Option
The first step in updating customer information in Go Records is to click on the "All Customer" option. This will bring up a list of all the customers in your database.
Step 2: Select the Customer
Next, select the customer whose information you want to update. You can do this by clicking on their name in the list.
Step 3: Select Update Option
Once you have selected the customer, click on the "Update" option. This will bring up a form where you can update their information.
Step 4: Update Details of Products to be Delivered to the Customer
In the form, you can update the details of the products to be delivered to the customer. This includes the name of the product, the quantity, and the price.
Step 5: Enter the Price of Products According to Add Number of Products Refills in Daily Delivery
You can also enter the price of the products according to the number of product refills in daily delivery. This will ensure that the customer is charged the correct amount for their products.
Step 6: Swipe the Toggle Button to See the List of Delivered Products to the Customer
By swiping the toggle button, you can see the list of delivered products to the customer. This will help you keep track of what has been delivered and when.
Step 7: Select the Payment Type
In the payment details section, select the payment type. You can choose from monthly, daily, or fixed payments.
Step 8: Enter Monthly Payment Along with the Cost of Each
If you select fixed paying, enter the monthly payment along with the cost of each product. This will ensure that the customer is charged the correct amount each month.
Step 9: Select When to Deliver to the Customer
In the additional information section, select when to deliver to the customer. You can choose from daily, alternate, or select weekdays.
Step 10: Select the Option to Include Item Entry in Bill
Finally, select the option to include item entry in the bill. This will ensure that the customer is charged for all the products they have received.
Conclusion
Updating customer information in Go Records is easy when you know how. By following these simple steps, you can ensure that your customer information is up to date and accurate.
🌟 Highlights
- Go Records is a powerful tool for managing customer information
- Updating customer information can be done quickly and easily
- You can update details of products to be delivered to the customer
- You can enter the price of products according to add number of products refills in daily delivery
- You can see the list of delivered products to the customer by swiping the toggle button
- You can select the payment type and when to deliver to the customer
- You can include item entry in the bill
âť“ FAQ
Q: Can I update customer information for multiple customers at once?
A: No, you will need to update each customer's information individually.
Q: Can I update customer information on the go?
A: Yes, you can update customer information from anywhere with an internet connection.
Q: What happens if I make a mistake when updating customer information?
A: You can easily correct any mistakes by going back into the customer's information and making the necessary changes.
Resources:
- Go Records: https://www.gorecords.com/
- AI Chatbot: https://www.voc.ai/product/ai-chatbot
