Customer

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Customer

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The Customer guide walks through the steps related to creating and managing customers, including setting up customer connections. The customer setup occurs in the beginning set up processes along with Admin and before Item Setup.

In the Customer guide, the user will learn to:

Create a Customer.

Manage Customers.

Create a Customer Notify.

Process a Supplier Setup.

Setup and Use the Billing Wizard.

Create Customer Users.

Setup Reports.

View the Error Log.

Establish Connections for sending/receiving data.

Set up Web Services.

Set up FTP Sites.

Create Groups.

Set up Flex Fields.

Access to Customer functionality is limited to a Warehouse User with Level 1 security.