Overview
Customer accounts can be added or modified anytime. There is no limit on the number of customer accounts that can be added.
Instructions
To setup new customers within the system, follow the steps below:
Customer Notes
The system allows adding notes everywhere on the system just by clicking on the customer name.
Important
If the note contains words such as credit limit, hold, held cannot be edited.
The system also allows admin user to add notes and make them visible only for certain roles.
Some of the changes made on a customer account are saved as notes and Authorized users can review them by clicking on the customer name and then clicking the Notes tab.
Credit Limit Updating
When the Credit Limit of a customer is modified, the system will send a notification to Sales Managers and Credit Managers. In the case of multilocation companies, the system will only send notifications to users associated to the main location of the customer.