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Accessing the Customer Insights

Introduction

This topic explains the procedure to how to access the Customer Insights page.


Steps to Access Customer Insight

  1. Click the burger menu.

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  2. Click NEW BAG.

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  3. Click Sales Order.

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  4. Go to Enter or Scan barcode box to add the products.

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  5. Click Tap to Select customer to add the customer.

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  6. Click the selected customer.

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  7. Select Customer Insights in the pop-up menu.

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  8. The Customer Insights page is displayed