Click on
Contacts from the
left side menu. You will see 2 buttons on the top right of the page:
●
Import
●
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.
Add Contact
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:-
●
Address
●
Landmark
●
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.
Import Contact
Step 1
:
Click on
Import Contacts.
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.
