Customers
Turbo Inventory's CRM has been designed to ensure it's easy to keep track of your customer's latest contact details. We all know the importance of keeping a clean and up-to-date customer list. A clean CRM not only improves your return on investment from marketing activities but also ensures customer notifications are sent to the best point of contact which in-turn, improves communication and reduces delayed payments.
Head onto the left-hand Navigation Bar and click Customers Search for and Edit the customer you want Within the customer card, select ALL TRANSACTIONS ...
Sun, 12 Jul, 2020 at 2:43 PM
When setting up a new Turbo Inventory system, customers can easily be imported as a CSV file. This means you can transfer customers from an existing system ...
Fri, 17 Jul, 2020 at 8:53 AM
Head onto the left-hand Navigation Bar and click Customers Search for and Edit the customer you want On the right hand side you will see Account on Hold,...
Sun, 12 Jul, 2020 at 2:47 PM
From time to time you will need to adjust a customer's balance, maybe you need to set an opening balance or write off bad debt Head onto the left-hand...
Sun, 12 Jul, 2020 at 2:48 PM
Statement (also known as Bill) runs can be done up to the 20th of the current month (this will run it for the previous month). ...
Fri, 7 Apr, 2023 at 5:39 PM
Your browser does not support HTML5 video. When a customer has Credit built up indicated by having a negative balance and you start a Sales Invoice for t...
Sun, 12 Jul, 2020 at 2:53 PM
If you have customer that have a set Discount, this can now be assigned to the customer. By doing this you no longer have to worry about someone forgetting ...
Thu, 31 Dec, 2020 at 2:55 PM
The ability to add additional contacts has been added into the Customer section. This allows you to keep track of the different people in the different depa...
Tue, 2 Feb, 2021 at 6:19 PM
Turbo Inventory gives you the ability to sell your products to your customers at the same cost that you buy the products. This is known as a Cost Price Cust...
Sun, 4 Apr, 2021 at 1:54 PM
This article goes over the steps to move the sales invoice between customers in Turbo Inventory. Moving the Sales Invoice Click Sales ...
Tue, 19 Oct, 2021 at 8:38 PM