Eliza at 23:22, 2 March 2011

2011-03-02T23:22:09Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:47:36Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 23:22, 2 March 2011
Line 25:		Line 25:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	In the General tab you can record you can record customer specific information and preferences and whether any other
		+	customers are related.
		+
		+	'''How To Use General Tab'''
		+
		+	*Select Sales
		+	*Select Customer List
		+	*Select the customer you want to update
		+	*Select General Tab
		+
		+	*Creation Date - this is the date the customer is created selected from a drop down list
		+	*Shipping Method - This is the default shipping method to be used for this customer
		+	*Picking Priority - A higher the priority set here means this customers orders have preferential treatment over
		+	other orders for Barcode Picking
		+	*Default Invoice Template - Choose a template here to override the system default for this customer only
		+	*Default Delivery Template - Choose a template here to override the system default for this customer only
		+	*Area Number - Used to assign a Rep
		+	*Related Customers form a Parent/Child relationship. Both Parent and Child can be invoiced, however only the Parent
		+	will be issued with a statement.
		+	NB: If the Parent/Child relationship changes, all transactions created whilst the relationship existed will remain on
		+	the Parent statement until they are paid.
		+
		+	*Source - Select from drop down list the source of this business
		+	*Representative - Select from drop down list a Rep to service this customer
		+	*Phone Support Until - Used to add customer to Support Log. Support calls can only be logged until the date set.
		+	*Sales Comments - Tick the PopUp box to display this message ONLY on screen when making a sale to the customer.
		+	If not ticked the message will print on Sales Orders and Invoices.
		+	*Delivery Notes - Information to print on all Delivey Dockets for this customer

Customer General Tab - Revision history

Eliza at 23:22, 2 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."