Manage customers

To handle and add new customers in TEQ, go to Sales - Customers to review your current customers. For new customer uploads, click the "Download Sample" button to obtain the Excel file and input the required information. You may refer to the provided directions. When done, return to TEQ and select "Upload File" under "Actions" to upload the file from your device. If necessary, you can also choose to export your existing customer data.

To add a new customer, click on the "Create Customer" button and provide all required details. Don't forget to specify whether the customer is an organization or a private person.

At times, you may unintentionally create multiple customer cards for the same customer, leading to confusion. In such cases, merging their customer cards becomes necessary. Select the relevant customers and click on the Customer Merge button located in the left corner.

You will be asked to fill in all the necessary customer information so the system can ensure accuracy.