1. Click “Assign”

2. Click on the user you want to assign

3. Click “View Items” to see all items customer has purchased

4. Do quick reorders from this list, by click “Load”

5. Go back

6. Click “View Sales” to see all past sales

7. Click “_ctl.Window”

8. Click “edit” to edit the customer information, or verify it.

9. Enter/Verify Email/Phone number, very useful for sending SMS related information such as receipts/invoices/statements.
Finally click “Save & Assign”

10. Click the back arrow to get back home/product screen

