1. Create New Customer
Step 1 - Click [Customers] in navigation bar. | |||||||||||||||||||||||||||||||
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Note: if the link not included in navigation bar, click Search button then enter customer into search box then select the link | |||||||||||||||||||||||||||||||
Step 2 - Click [New] to create new customer | |||||||||||||||||||||||||||||||
Step 3 – Enter Customer information. | |||||||||||||||||||||||||||||||
General tab, the information about the customer number and name and balance and total sales.
Address & Contact hold the information about the address and contact of the customer.
Invoicing holds the posting details and currency code.
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2. 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.
Payments
Shipping
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Edit Ship-to-Address and Item Reference for the customer | ||||||||||||||
To update the customer's ship to address or Item Reference (e.g. SKU) Option 1 - Go to customer list, then select the customer and then select the appropriate actions for update related information Option 2 - Go to customer card, then select the customer and then select the appropriate actions for update related information. |
Create new document from customer card
Select New Document then choose what document you want to create for the customer.
View customer information or existing document for the customer
Select Navigate the choose what information you want to preview for the customer.
Advance Options
Click More Option, then the navigation menu for Actions, Related and Reports to be shows.
Action buttons are divided to Actions, Related and Report. Select the navigation to find the appropriate action button if needs.