Customer Data - Navigating Your Way Around


1 – Erudus One: this is your home button: pressing this will always return you to  your  user  dashboard.

2 –  Product Search: this allows you to search for product specifications using Erudus Technical Search.

3 –  Member Dashboard: this will navigate to your member dashboard.

4 – Profile Menu: change your password or update your contact details.

5 & 14 – Click here for help: raise and send us a support ticket as well as user guides and walkthrough videos for new users and refresher training.

6 –  Home: by clicking this at any time it will bring you back to this above screen.

7 –  Products: clicking this takes you to the product screen where you can add local codes to products or search using previously added codes.

8 –  Users: this option allows you to view any users attached to your member account, this includes both customers and internal users.

9 –  Customer Data: if you have attached customers this screen lets you upload customer purchase data so your customers can access this on their Erudus accounts.

10 - Data Layout - this section shows you how the customer data needs to be arranged to be uploaded.

11 - Current Data: Any data records you have uploaded will be displayed here.  See the guide 'Uploading Purchase History For Customers'.

12 - Choose File: Allows you to browse for a file to upload customer purchase data.

13 - Upload: Confirms uploading the file selected from (12).


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