Customers Setup

If you are an Ollie Ops only customer, or utilizing Serving Tanks, you will utilize the Sales tab on the dashboard to deplete Finished Goods inventory or Serving Tank volume that is sold in your taproom, or to an account/distributor.

Follow these steps to set up a new customer:

1. Click on your account icon in the upper righthand side, then find "Customers" in the listing and click on it.
   
2. Click "New Customer"
   
3. Fill out the New Customer fields, then click "Create Customer"
   

Edit/Delete A Customer

• Click the three dots to the far right of the customer you want to edit or delete