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Customer

Customer

  • You need to create a [Customer ID] in [Customers] under [Profiles] in [Sales Orders].
Customers
Customers
  • You need to create a [Customer ID].
  • Select the [Customer Status] from the drop-down.
  • Search for [Customer Class].
  • Enter the [Account Email].
Customers (1)
Customers (1)
  • When you create a new customer and use their existing email address, an error notice appears under Account Email as {Enter a Unique email Address}.
New Customer
New Customer
Different Tenant
Different Tenant

If you display the radio button for [ACTIVE TENANT] a line with [Select Branch Type] and [Selected Branches] will display.

  • Select the [Branch Type] from the drop-down menu as [Across].
Branch Type
Branch Type
  • Select the [Branches] from the Selected Branches menu.
Selected Branches
Selected Branches
  • The selected branches will be displayed under Advance Features.
  • Enable the radio button for [Ignore Blanks] for [PRODWHOLE].
Accounts Receivable Preferences
Accounts Receivable Preferences