Supplier has the option to select which Products to be visible to Customers for upload.

Step 1: Go to SYSTEM, then click on Import/Export.

Step 2: Click on Download Template under Customers/Shipping Import tab.

Step 3: Open the downloaded CSV file.

Step 4: Complete the Customer Template. Make sure to delete the sample row.

Below are the mandatory fields:

  • Business Name
  • Account Email (This must be unique.)
  • Email Invoices To
  • Contact Name
  • Address 1
  • City/Suburb
  • State
  • Country

Step 5: Save the completed Customer Account Template as a * .csv file.

Step 6: Click on Choose File to select the updated Customer Template.

Step 7: Click on Product List button.

Select the Products to be Visible
By default, all Products are checked to be visible for Customers to upload.

Step 8: Uncheck the corresponding checkbox of the Products which will not be offered to the Customers for upload.
Click on Update once done.

Notification appears once changes have been saved.
Click on Close button to continue.

Step 9
Option 1: Click Upload to simply upload your Customer Template without sending email invite to customers.
Option 2: Click Upload and Send Customer Invite to upload your Customer Template and send email invite to your customers at the same time.

Notification appears once customers have been uploaded.

Need more help with this?
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