Overview
The Customer Information module helps centralize and manage all customer account data used across DASH. The data here is important to ensure accurate order entry, pricing calculation, and shipping instructions. This module is frequently used by sales reps, customer service agents, accounting, and operations teams who rely on up-to-date customer data for decision-making and transaction processing.What You Can Do
Customer Information’s primary submodule is Manage Customers. It lets you:- View and edit customer records.
- Add new customer accounts, and assign pricing tiers, backorder flags, and sales rep ownership.
- Manage customer account statuses.
- Track account-level details such as discounts, credit terms, open invoices, and order history.
Next Steps
- Explore the Manage Customers Submodule to get started with adding, viewing, and editing customer records.
- Explore the Maintenance Submodule to configure customer attributes such as Types and Groups.