Master Data
43 articles
Importing an Excel File with Customer Names
Activating a Service Item
Importing Salespersons
Granting/Revoking Approval Permission for Sales Orders
Controlling the Customer Code
Editing a Service
Activating a Sales Person
Adding Address Details in the Customer Import Template
Creating and Updating Price Lists and Linking Them to a Customer
Linking/Unlinking a Salesperson to a User
Creating District, City or Country
Editing the AR Account Linked to a Customer
Editing or Unlinking a Customer from a Salesperson
Creating a New Customer
Enhancement in adding the customer address
Linking a Salesperson with a Specific Customer
Deleting a Customer
Deactivating a Customer
Activating a Customer
Exporting Customers Data
Recording the Customer’s Mobile Number According to Their Country
Setting a Customer Credit Limit
Adding a Discount for a Customer