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How to mass update Customers options: assign credit class, assign user, allow Online Payment or assign Reporting Group

Updated

RESOLUTION

You can change customer options individually by using the Customer Info drop down and editing various options for an individual customer. You can also apply or set this options for multiple customers using the Customer update utility.

This utility will allow you to setup the following options for multiple customers at once:

  • Assign the Customer to a Credit Class

  • Assign the Customer to a user

  • Allow Online Payment

  • Assign the Customer to a Reporting Group

  1. Admin > Master Files > Customer

  2. Search for customers using search window and/or the filter builder, and apply criteria using the select column to select the customer(s)

  3. Click the Edit Selected button

  4. Select the appropriate option and value

  5. Click the Update button to update the customer(s)