Liters of fresh treasure Tutorial Chapter II Customer Management

1. New customers

(1) new customers in two ways, adding and adding a single volume, customer structure may be independent, but also a parent-child structure (such as the West Lake area of Hangzhou department under fresh Symbol Technologies Ltd., Riverside District department, Yuhang multiple departments, divisions zone, you can create a parent-child structure, this will facilitate the management)

(2) single :( add the following mandatory, optional not listed)

Open Client Management of new customers

Then select the parent structure (no not choose)

selected corresponding price ancestral

Fill in the customer name, customer code

Select Account Manager

select shipping warehouse plate (referred Similarly, to facilitate sorting and aggregation)

select line (sorting partitions, according to the actual situation fill)

mass stars (fill in according to customer demand)

Click Save to display pop success, to complete the new customers.

(3) Batch add new customers

Open the template file in the folder I provided    the bulk of customers new .xls file

fill in the information corresponding to each column, fill complete the save

then open the B end customer management

Select the file, select the new client has already done the bulk .xls file

then click Import customer data, we can wait for the import was successful


2. Customer Management (modify customer data)

(1) Open the B end customer management

(2) query by the conditions of customers

(3) Click Edit

 

 

 

3. Batch Edit sales price

(1) First export commodity data in product data management

 

 

 

(1)  Open the exported Excel file, and then modify it can retain only commodity ID , the sales price (derived from the sale of modified benchmark price), three notes, but for the party will fill price, we proposed to retain the data as shown. After introducing modifications to the selling price.

 

 

(2) batch update sales price first select the price group, and then choose to do before the Excel file after you can see the merchandise information column below the updated product information, and then click the batch import, waiting for the import is complete, click OK to

 

 

 

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Origin www.cnblogs.com/sunplay/p/11648997.html