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Permanent Buyers

Permanent Buyers have the same buyer number in every sale. Add Clients as Permanent Buyers and Change their Buyer Numbers.

Updated over a year ago

Add a Client as a Permanent Buyer

  1. 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)

  2. Select the "Buying History" tab

  3. In the grey box on the right named Permanent Buyer select the white "Change"

  4. Manually add a Buyer Number or select the blue link "Lookup next available number" to assign the next available buyer number

  5. A Premium or Buyer GST can also be added below this

  6. 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

  1. 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.

  2. Select "Buying History"

  3. Select the white "Change" under the Permanent Buyer grey box on the right

  4. Manually change the Buyer Number or select the blue "Lookup next available number"

  5. Confirm by selecting the green "Save"

Note: To Delete a Permanent Buyer Number just update it as above leaving the new number field blank

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