內容頁1）客戶
2）發票標籤3）付款標籤
4） 設立長期銷售訂單
1）客戶
從side menu 選擇/搜尋客戶
Customers Card
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步驟一 - 客戶清單後，到動作下的長新增文件，再選擇長期銷售訂單 |
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Step 2 – fill up the information步驟二- 填寫所需資訊 |
1. Code – select Recurring Sales Lines Code or click [+New] to create. 客戶編號 - 為長期銷售訂單選擇編號，或者按"＋"創建 2. 到期日 – 如果長期銷售僅在一段時間內有效，則輸入有效起始日期和有效到日期到期日2. Valid period – enter valid from date and valid to date if the recurring sales lines only valid during a period 3. Blocked – select the check box if the Recurring Sales Lines is not allow to select in sales document 4. Insert Line Options – The option can be setup for Quotes, Order, Invoice and Credit Memo respectively. Manual – user ass the recurring sales lines manually Automatic – if only 1 recurring sales line exists for the customer, it will be inserted to the document automatically. If multiple, system will prompt the notification for allow user select which recurring sales line need to insert. Always Ask – A notification appears, and user can pick the recurring sales line to the document. |
3. Frequently Used Actions in Customer Card
User can select appropriated action button in Customer Card or Customer List for configurations on the customer, preview the aggregated information about the customer, and actions that can be done directly from the customer card.
Create new document from customer card |
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Select New Document then choose what document you want to create for the customer.
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View customer information or existing document for the customer |
Select Navigate the choose what information you want to preview for the customer.
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Advance Options |
Click More Option, then the navigation menu for Actions, Related and Reports to be shows. Action button are divided to Actions, Related and Report. Select the navigation to find the appropriate action button if needs.
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