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 | |||||||||||||
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Step 3 – Enter Customer information. | |||||||||||||
General tab, the information about the customer number and name and balance and total sales.
Address & Contact holds the information about the address and contact of the customer.
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Invoicing holds the posting details and currency code.
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2. Setup Recurring Sales Line
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Step 1 - Click More Option in navigation then select Related => Sales => Recurring Sales Lines…
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Step 2 – fill up the information
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1. Code – select Recurring Sales Lines Code or click [+New] to create.
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
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 button are divided to Actions, Related and Report. Select the navigation to find the appropriate action button if needs.
