|
Window Details |
|
|
|
|
|
|
|
|
|
|
|
Related Topics |
|||
|
|
|
||
|
|
|
||
|
|
Enter a new customer number in the Customer No. field in any of the following tasks:
-
-
Select Accounts Receivable Main menu > A/R Invoice Data Entry.
-
Select Accounts Receivable Main menu > Cash Receipts Entry.
-
Select Sales Order Main menu > Sales Order Entry.
-
Select Sales Order Main menu > S/O Invoice Data Entry.
-
Select Return Merchandise Authorization Main menu > RMA Entry.
-
Select Return Merchandise Authorization Main menu > RMA Receipts Entry.
The appropriate security must be set up.
|
|
Use Customer Maintenance to create customers on the fly. Some nonessential fields are omitted to speed data entry; you can access Customer Maintenance at a later time to enter additional information.
If the Automatically Create Sage CRM Records When Adding New Customers and Primary Contacts check box is selected in CRM Company Options, new Sage CRM company and primary contact records are created when a new customer is created on the fly. A relationship is automatically created between the company and customer, and information is synchronized between them.
Note A customer record can be deleted only if there is no outstanding activity for the customer. If there is activity, such as pending orders, you must wait until all open invoices for the customer are paid and purged before deleting a record or using the Delete and Change Customers utility.
|
|
|
1. Main |
|
|
2. Additional |
|
|
|
