Vendors:
Creating a new Vendor.
Vendor History: a complete log of changes to the vendor's record.
Attachments: Uploading vendor-related agreements and forms.
Addresses: Entering billing and shipping addresses.
Sales: Accessing all vendor invoices and memos.
Conversation: Managing all email communication linked to the vendor.
Services: Creating service presets to be uses when creating jobs.
Customers:
Creating a new Customer.
Editing rings, necklace, and bracelet sizes for reference.
Adding general notes, ID photo, documents, descriptions, and warnings for staff.
Sales: accessing Customer’s receipts, sales jobs, layaways, and special orders.
Conversation: Managing all email communication linked to the customer.
History: Displays the complete log of changes to the customer's record.
