Retailer allows you to create a different store name with different details that you can then set for specific customers. This means that you can have particular customers that get statements with a different business address or banking details.
Setting Up A New Store Name
- On the top menu bar of Retailer, click on Setup -> Store Names.
- Click on Add.
- Type in the store details, as required.
- Click Save
Editing an Existing Store Name
- On the top menu bar of Retailer, click on Setup -> Store Names.
- Use the blue arrow buttons to navigate to the particular store name.
- Type in the store details, as required.
- Click Save.
Assign Customer to the Store
- From the main screen of Retailer, click on the Customer icon.
- Click on the magnifying glass at the bottom of the customer screen and select the particular customer.
- Click on the Postal tab on the bottom-left side of the screen.
- In Store Name, select the particular store name from the drop-down box.
- Click Save.