Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
A tab added to The Edge customer record, showing customers’ sizing data, including for fingers, wrists, and neck.
WHAT IT DOES
These fields have been added to the Customer Import/Export wizards. So you can not only access this sizing information, but add this information more easily from other sources.
HOW IT WORKS
To import customers:
Click Customer → Utilities → Customer Import.
Reminder about using the Customer Import Wizard: The Customer Import Wizard can be used to import customers into the Edge. It supports importing new customers or importing changes to existing customers. Supported file formats include CSV, JSON, and XML.
Note: If you are importing changes to existing customers the import file must include the Edge customer number. Any records missing an Edge customer number will be imported as new customers.
The importer does not support deleting or merging customers. This type of cleanup must be done from within the Edge.
Select the file with your sizing data, then click Next.
Make sure the columns in your source data that contain sizing data are properly mapped.
Complete the import to update your Edge customer records.
EXPAND YOUR EDGE EDUCATION
There’s more to this feature! Visit EdgeUser.com or click the button below and search Customer Sizing for a tip sheet, images, and to learn how to Export Customer Sizing Information. For a refresher on the Customer Export/Import Wizards, search Wizards. Continue to empower your business by watching webinars, reading articles from The Edge Knowledgebase, and engaging in discussions with fellow Edge users.