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Adding, Editing, Distributing & Exporting to Excel Retail Customer

Owned by Subhasree Banerjee (Unlicensed)
Last updated: Aug 11, 2022
 Add Retail Customer

Prerequisite

  1. The users' role must have access to the Add app operation in the Retail Customer feature in Sales & Distribution - Retail - E-Commerce Masters through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

Following steps are used:

  1. Go to Ginesys Web > Sales & distribution > Retail > E-Commerce Masters >Retail Customer .

  2. List view of Retail Customers will be shown here.

  3. Click on the Add button.

  4. Retail Customer window will open.

 Edit Retail Customer

Prerequisite

  1. The users' role must have access to the Edit app operation in the Retail Customer feature in Sales & Distribution - Retail - E-Commerce Masters through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

Following steps are used:

  1. Go to Ginesys Web > Sales & distribution > Retail > E-Commerce Masters >Retail Customer .

  2. List view of Retail Customers will be shown here.

  3. Double click on the selected customer to edit.

  4. Edit window will open.

  5. User can edit any of the details in the window.

 Distribute Retail Customer

Prerequisite

  1. The users' role must have access to the Distribute app operation in the Retail Customer feature in Sales & Distribution - Retail - E-Commerce Masters through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

Following steps are used:

  1. Go to Ginesys Web > Sales & distribution > Retail > E-Commerce Masters >Retail Customer .

  2. List view of Retail Customers will be shown here.

  3. Go to the Actions > Distribute.

  4. Distribute Customer window will open.

 Export to Excel

User can download an excel file of total record of the Channel through Export to Excel.

Step-by-step guide

Following steps are used:

  1. Go to Ginesys Web > Sales & Distribution >Retail > E-Commerce Masters >Retail Customer .

  2. Go to the Actions > Export to Excel.

  3. User will get a notification - "Excel Exported Successfully."

  4. One excel file will be downloaded containing the total record of the Channel.