Create and manage customers
You can create and manage customers within Prix.
Create customer
Click 'Customers' in the left navigation bar, which will take you to the Customers list page.
You can create a customer by clicking on 'Create' in the top right corner of the customer list page.
When creating a customer, you must enter a name (company / brand name, etc.).
The company name and tax ID cannot be the same as those of an existing registered customer
You can add multiple contacts for each customer
Create multiple customers at once
You can create multiple customers at once using Excel (click on 'Upload data in excel format' after clicking on 'Options' in the top right corner).
In the Customer file modal, click 'Download sample data' to see the required information for specific columns in Excel.
After viewing the sample data, you can upload your customers at once by clicking on 'Select' button or dragging and dropping the Excel file into the box.
Manage your customer list
You can search for specific customers or view customers with tags you assigned by using the various buttons in the top right corner.
Search for a specific customer by typing customer name in 'Search'
Filter the list of customers by account manager and/or tags by clicking on 'Filter'
Download all customer information in Excel format by clicking on 'Options'
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