Accounts for Walk-In Retail Customers

Question

Most of our customers are homeowners who come into our showroom for a residential remodel. How should we set up accounts?

Answer

You can either create an account for each homeowner, or create a single account for all of your walk-in customers called Walk-In and create each job under that account. If you work with builders, dealers, and contractors, you will want a single account for each of those kinds of customers.

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