En:New Customer: Unterschied zwischen den Versionen
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Another option is the so-called '''Customer Data Import'''. This function is especially useful when you want to transfer existing customer data (for example, from an EXCEL list) into Winestro.Cloud. | Another option is the so-called '''Customer Data Import'''. This function is especially useful when you want to transfer existing customer data (for example, from an EXCEL list) into Winestro.Cloud. | ||
Note: [https://youtu.be/kfRu_l7QLtc?start=39 Click here (YouTube video)] if you want to learn more about creating your customers. | |||
==Basic settings== | |||
[[Datei:Grundeinstellung.png|200px|miniatur|Basic setting]] |
Version vom 2. Oktober 2024, 09:47 Uhr
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Creating a New Customer
There are different ways to create new customers in Winestro.Cloud:
You can either click on "Customer - New Customer" or click the icon under "Customer - Customer List". In both cases, you will automatically be taken to the editing screen of a blank customer file, where you can enter the appropriate customer details.
Another option is the so-called Customer Data Import. This function is especially useful when you want to transfer existing customer data (for example, from an EXCEL list) into Winestro.Cloud.
Note: Click here (YouTube video) if you want to learn more about creating your customers.