Account Details

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The first section of the Direct Sales is the Account Details.

 

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Select the Tradar Account you wish to associate with this sale - this is for internal purposes only.

 

Selecting an existing customer record

 

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Click the blue magnifying glass icon to search for an existing customer record.

 

This will bring up a list of customers you can scroll through and double click the record to select an existing customer.  The rows can be sorted in ascending and descending order by clicking the row heading.

 

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Adding a new customer record

 

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Click the new record icon to create a new customer record.  This will bring up the add a new customer screen.  Complete this screen and press save.

 

 

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The buyer's short name, first name, last name and company will all be prefilled by Tradar.

 

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Click the edit icon to edit the customer details record.

 

Related Information:

Account Details

Sales Details

Delivery Details

Product Information

Buyers Message & Refund Status

Sale Status

More Details: Sale Details

More Details: Shipping Options

More Details: Sale Transaction Log

More Details: Notes

Linking Direct Sales with TradeMe Sales