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」 | |||||||
|---|---|---|---|---|---|---|---|
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。
|
內容頁1）客戶
2）發票標籤3）付款標籤
1）客戶
從side menu 選擇/搜尋客戶
Customers Card
...
|
...
|
...
地址和聯絡方式: 寄貨/帳單地址，電郵，主頁。如需額外寄貨地址，可在輸入
2) 地址和聯繫人保存有關客戶地址和聯繫方式的信息。
|
|
|
|
|
|
|
|
2）發票標籤
- 增值稅登記號: 為定義這是一個出口(GST以外）的客戶 或普通 GST 客戶
- 客戶價格組別: 與產品售價設定有關，請以人手選擇"Item"
- 幣別: 定義發票貨幣
3）付款標籤
- 預付款項%: 銷售訂單的預設付款方式
- 付款條款代碼: 銷售訂單的預設付款條款
3.1 Invoicing 保存過帳詳細信息和貨幣代碼
...
4. 設立長期銷售訂單
...
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
...
...
Step 2 – fill up the information
...
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) 開票保存過帳詳細信息和貨幣代碼。
4）付款標籤
|
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.
