1.創建新客戶
步驟 1 - 單擊導航欄中的 [客戶],或搜尋「客戶清單」 | ||||||||||||||||||||||||||||||
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注意:如果鏈接未包含在導航欄中,請單擊搜索按鈕,然後在搜索框中輸入客戶,然後選擇鏈接 | ||||||||||||||||||||||||||||||
第 2 步 - 點擊 [+新增] 創建新客戶 | ||||||||||||||||||||||||||||||
第 3 步 – 輸入客戶信息。 | ||||||||||||||||||||||||||||||
1)客戶選項卡,有關客戶編號和名稱以及餘額和總銷售額的信息。
2) 地址和聯繫人保存有關客戶地址和聯繫方式的信息。
3) 開票保存過帳詳細信息和貨幣代碼。
4)付款標籤
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Content Page
Customer
Select from side menu or search customers
Customers Card
- : Specific a number which is easy to understand, this serves as a key
- Name: Customer name
- Blocked:
- Empty: normal status
- Ship: block goods ship to customer
- Invoice: block issues invoice to customer
- All: Block all operation to this customer
- Responsibility Center: Define Sales Teams of this customers
- ABN / Registered: mandatory field for GST report post correctly
Address & Contact tab: default address for billing and shipping, emails and home page, additional ship-to address can be entered via Ship-to address
Invoicing Tab
- GST Posting Group: define this is an export customer (exempted from GST) or normal GST customer
- Customer Price Group: related to item selling price settings, please check “Item” manual
- Currency Code: defined the default invoice currency
Payments tab
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