Step 1 ➖First Login to BORG Suite ERP.

Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Mange Customer Option.

Step 3 ➖Click on the “Yellow Button ” which is on the left top side as shown in the below image ➖

Step 4 ➖Clicking the Yellow button will open a new pop-up window ,as shown in the image below ➖

Step 5 ➖If you don't have a CSV file, click the button named "Click here to download the CSV File."

Step 6➖ Download the sample CSV file, fill in all the details which are in the CSV File, and then upload the completed CSV file. Here's an example of what the sample CSV file looks like ➖

Step 7 ➖If you already have a CSV file, click "Choose File" and upload it and if you want to reset the file click on “Reset” as shown in the below image ➖

Another Way to Manage and Add Customer from Admin Dashboard ➖

Step 1➖Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window.  Manage your Customerdirectly from here. Simply click the "Customer icon to access Customer management features.

Step 2➖Manage your Customers directly from the Dashboard. Simply click the "Customer" icon to access Customer management features.

How to Add, Manage, Download and Delete Customers from Admin Dashboard?

Admin

August 17, 2024

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