Converting a Customer to Merchant - Shipox DMS
If there is a client who is a regular and wants to invoice them every month, set exclusive pricing or wants to do integrations they have to be made a merchant in the system.

Step 1 – Go to customers page & select the customer you want to change to merchant

Converting a Customer to Merchant

 

 

 

 

 

Step 2 – Go to the Finance settings tab (every box has to be submitted one by one)

Converting a Customer to Merchant

Converting a Customer to Merchant

 

Step 3 – Go to the Details tab

Converting a Customer to Merchant

 

Note – To make changes in this page the user should have the roles “Company admin”, “Contract owner”, “Sales representative”, “Role merchant”. Without these roles, there will be an error when trying to submit any changes.

https://www.youtube.com/watch?v=eK8bLyAC0GY

Leave your contact details,
We will get back to you soon!

By clicking Send, you agree with our Privacy Policy