Managing your customers
9 articles
CustomersA complete, searchable and sortable, list to centrally manage your customers
Add/create, edit, archive CustomersAdd, edit, archive your customer's details.
Customer Order HistoryView all Sales Orders for a selected Customer.
Creating and Editing Sales OrdersCreating a Sales Order, Editing a Sales Order, Creating a SO, Editing a SO
Customer's billing addressA Customer's billing address details (to be displayed on invoices)
Customer's delivery address/esAll delivery addresses for a Customer.
Customer ContactsA view of all Contacts within an Customer account.
Customer SettingsEnable pricing, payment terms and accounting package settings for a selected Customer
Collaborate over a CustomerCollaborate with stakeholders, over a Customer, and keep all relevant information in one location.