Linking a Customer to an Item Set

Item Sets are available on the Max plan of FoodStorm only.

Once you have created an Item Set and allocated Sold Items to the set, you can link the item set to specific customers, which will apply the selected items and associated prices to that customer.

Note that an Item Set can be allocated to a Customer Company only, not individual Customer Contacts.

To link a Customer to an Item Set:

  1. Click Contacts to view the Contacts page.
  2. Either locate and edit an existing Company, or create a new Company. See Adding a Company for more information.
  3. Ensure This company is a customer is ticked, then select an item set from the Item Set drop-down list.
  4. Click Save & Exit.

The item set is then allocated to the Customer Company, and all contacts who belong to that company. When placing a Customer Order, the prices from the selected item set will be applied to the items in the order.

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