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How to check if my customer connection has been set up

How can I check if I have a new customer set up on my account after the onboarding process.

Written by Cristian Bolba

You can view all your customers under your Purchasers tab follow the steps below.

This will show customer ID, Order Invoice, Credit Invoice and Relationship.

  1. Click on the Purchasers tab.

  2. Click on Current Purchasers tab.

  3. On the current tab you will see a list of customer accounts.

To access the account:

  1. Click on the name of the customer or the Magnifying Glass.

  2. This will open the account settings with additional tabs to view:

  • Details

  • Organizational structure

  • Relationship settings

  • Price Lists

  • Orders

  • Split Rules settings

  • Order Management

  • Communication

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