Assigning a specific brand to a customer in FF Inventory can streamline your sales process, ensuring that the appropriate brand is automatically selected when creating sales orders. This feature is particularly useful for businesses managing multiple brands. Here’s how to assign a brand to a customer in FF Inventory:
Navigate to CRM & Sales: Begin by accessing the "CRM & Sales" option in the main menu of FF Inventory. Then, select the "Customers" option to view your list of customers.
Select a Customer: Scroll through the customer list and click on the name of the customer to whom you want to assign a specific brand.
Set Brand for Customer: In the customer’s profile, look for the option to select and set a brand type from the available dropdown options. This brand will be automatically selected whenever you create a sales order for this particular customer. This feature is especially useful for tailoring your sales strategy to individual customer preferences and streamlining the order process.
Save Changes: After selecting the brand, click on the "Save" button to ensure that your changes are saved and the brand assignment is effectively applied to the customer profile.
Assigning brands to customers in FF Inventory is a strategic tool that enhances the customization of your sales approach. It not only saves time during the order creation process but also ensures consistency in brand-related sales activities. This functionality is particularly beneficial for businesses that have distinct branding strategies for different segments of their customer base.