How To: Customer and Supplier

Index page.


Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

The basic instructions for editing a customer (or suppliers) record are detailed in:
How To: Edit a Customer's Record.

General

List Tab

Create a New Customer

Delete a Customer/Supplier Record

Create a New Supplier

General Tab

Setup and Create

Manage

Financial Tab

Address Tab

Adding Addresses

Managing Addresses and Contacts

Deleting Addresses

Customer Service

CRM Tab

Free Text Notes Sub-tab

Communication Log Sub-tab

Tasks Sub-tab

Comments / Complaints Sub-tab

Keycodes Sub-tab

Statement Tab

Create Payments

Cancel Payments

Allocate Payments

Settlement Discount

Credit Notes

Linked Customers

Various

Structured Pricing Tab

Other Tab

Extended Stock Descriptions

History / Standing Items

Delivery Rounds / Call List

Overrider Discounts

Supplier Prices Tab

Other Actions Menu

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team