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Andres Toledo

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Overview


Excerpt

This article explains how to edit a customer.


Info
titleInformation

The credits must have one of the following statuses to be able to be edited: New, Resubmitted, Pending Review.

Instructions

Ui steps
sizesmall


Ui step

Go to the Order Entry>>Credit Summary.


Ui step

 Use the filters to Search for the credit that is going to be edited.


Ui step

Go to the Actions column and click on Edit. The system will open either the standalone credits screen or the credit based on invoices screen, where you will be able to edit the credit information.





Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "create-vendor-credit" , "vendor-credits" , "create-credit" , "print-credit" , "customer-credits" )


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this actions: Admin, Sales Manager, Cashier, Sales, Allocations, Credit Manager.


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