Under the Customers menu, there are options for List, Add, Territories, Customer Groups, List Customer Notes and New Customer Note.
- Shows all customers that the winery / brewery / cidery / distillery has sold to
- You can use the filters to narrow your search then click “Set Filter” button
- In the search field, start typing the customer name or license number to narrow the list
- Clicking on the “Export” button will download the information into an Excel spreadsheet in .csv format
- Clicking on the “Action” drop down button will give you options to view, edit, sales history and new customer note
- View, you will be able to see the customers profile and any previous orders
- Edit, you will be able to make some edits to the customers profile and request any changes that you are not able to edit
- Allows a user to create an new customer
- Note: Direct Tap has an extensive customer database. When adding a new customer please use the “Search for an existing customer” before entering a new customer, you can search for an existing customer by typing in their licence number in the field.