Click on Contacts from the left side menu. You will see 2 buttons on the top right of the page:
● Add Contact
You’ll also see a table displaying all your Contact details and a View/Edit & Add Order button next to each of them.
These buttons and options will help you add your Contacts and their details to the webstore.
Let’s take a look at how each of these options works.
Step 1 : Click on the Add Contact button on the top right side of the page.
Step 2 : A pop-up box containing a form to fill up a client’s contact details & their billing address, opens up.
Step 3 : These are the fields you need to fill up in the Add New Contact form:-
● Client Mobile Number (mandatory field)
● Company Name
● Client Email ID
● Contact Person
● PAN Number
● GST Number
Under the Billing Address section, fill up the following details of the current client:-
● Postal Code
The City, State, and Country will get auto-filled in their respective fields according to the Postal Code you provided.
Step 4 : Click on Save to add this client & their details to your store’s Contact List.
Step 5 : When you’re done adding all your Webstore Categories, click Close to close the pop-up and return to the main Products page. The changes you made will reflect on the table on the Products page.
Step 6 : The Buyer list can be seen under contact list home screen. The contact can be viewed/ modified by clicking on View/Edit. We can also add orders by click on the Add Order which will take to Order screen.
Step 2 : Download the CSV template from the pop up box.
Step 3 : Update all the fields save the CSV file in a particular path.
Step 4 : Browse the CSV file saved in the path.
Step 5 : Click on import.
Step 6 : You can view the list in Contacts list.