Customer Management in Essentials Solution

May 9, 2024

Description

Watch a video on how to add a customer on your Point of Sale app or a list of customers in Back Office in Essentials Solution

What's in this article?

Watch the video:

Knowing your customers is key to running a successful business.
In this video, you'll learn how to add a single customer and upload a list of customers.
To begin, go to pointofsale.bofamerchantservices.com.
Then login to Bank of America Essential Solution Back Office.
Select the "Customers" tab, and then navigate to the "Customers" sub tab.
Now select "Add a Customer".
Next, enter the customer's information including the customer's name, email, phone and address.
To add the customer to your database, select "Save Changes".
To upload a list of your customers, you will need to download and populate a spreadsheet template available in the Back Office.
To begin, click the "Customer" tab on the home screen, then select the "Customers" sub tab, then select the "Import Customers" button.
From here, you download and fill out the template before you can import it.
When you're ready to import the file, click "Browse".
Select "File", then select your customer data file and click "Open".
You can now make edits to the data.
And when you're satisfied with it, click "Import Customer List" at the bottom of the screen.
Before the import begins, the system will display a message confirming the number of customers you are about to import.
Click, "Okay" to start the import.
When the import is finished, the import details screen displays the results of the import.
For more information, visit bankofamerica.com/MerchantHelp