Admin: Customers & Sub Customers
The article outlines the steps add a Rep/Rep Com against a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Cust...
Thu, 19 Jun, 2025 at 4:38 AM
The article outlines the steps How to update an existing Rep Commission% and Discount% FOLLOW STEPS BELOW: 1. Navigate to the relevant customer by c...
Fri, 20 Jun, 2025 at 9:37 AM
The article outlines how credit limits and overdue accounts work in Sync. See FAQ articles for how to flag or unflag a customer as account overdue or credi...
Mon, 2 Jun, 2025 at 8:57 AM
The article outlines the steps to export customer data FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2. Select ...
Tue, 17 Jun, 2025 at 10:09 AM
The article outlines the steps to add or edit a sub customer FOLLOW STEPS BELOW: 1. In Navigation Pane, select Administration 2. Select 'Sub Cu...
Tue, 17 Jun, 2025 at 10:03 AM
The article outlines the steps to batch import Sub Customers in Sync Admin using an import template file. FOLLOW STEPS BELOW: 1. Select 'Adminis...
Fri, 8 Aug, 2025 at 10:03 AM
The article outlines the steps to add emails to a sub customer. FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2. ...
Mon, 2 Jun, 2025 at 8:15 AM