Add a Client as a Permanent Buyer
Select the desired Client (Clients can be searched by name, email and phone number or filtered by tags on the right under the "Clients" tab)
Select the "Buying History" tab
In the grey box on the right named Permanent Buyer select the white "Change"
Manually add a Buyer Number or select the blue link "Lookup next available number" to assign the next available buyer number
A Premium or Buyer GST can also be added below this
Select the green "Save"
The Buyer will be added under the Permanent Buyer list in the Clients tab
Change a Client's Permanent Buyer Number
Search for the Client you wish to change the Permanent Buyer number of under the "Clients" tab (you can search by name, email and phone number or filter by tag). Or search for them under the "Permanent Buyers" tab.
Select "Buying History"
Select the white "Change" under the Permanent Buyer grey box on the right
Manually change the Buyer Number or select the blue "Lookup next available number"
Confirm by selecting the green "Save"
Note: To Delete a Permanent Buyer Number just update it as above leaving the new number field blank





