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Customers : Assign customer class

Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer.

Step-By-Step:

Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu.

 

Step 2: Click on the ADD CUSTOMER button. In the ADD CUSTOMER window under the General tab fill in the customer details and select the Customer Class from the drop-down list. Click on the Save button to save the details. Click on Signup for Membership to create a membership id and membership class.


Step 3: Under the Membership tab you can select a class using the Membership Class drop-down list. Select the Expiration date then click on OK. Click on the Save button to save the details.