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
- 編號 : 安排一個特別號碼， 方便及容易明白和搜索
- 名稱: 客户名稱
- 已封鎖:
- 留空: 一般狀態
- 船: 停止對客戶發貨
- 發票: 停止對客戶發出發票
- All: 停止所有對客戶的運作
- 責任中心: 定義客戶的銷售團隊
- ABN / Registered: 為確保GST報告的準確性，此欄為必填。
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
| 欄 | 詳情 |
|---|---|
| 地址 | 輸入客户地址 |
| 地址 2 | 客戶地址的延伸 |
| 聯絡 |
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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
| Fields | 詳情 |
|---|---|
| Bill to Customer | 選擇客户，如果跟Bill to Customer是不同的 |
| Gen. Business Posting Group | 根據Posting設置選擇Posting組 |
| Customer Posting Group | 根據Posting設置選擇Posting組 |
| Currency Code | 如果貨幣等於當地貨幣，則此字段應為空 |
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 |
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步驟二- 填寫所需資訊 |
1. 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 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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