CRM Phase 1 - Flipbook - Page 63
STEP
PROCESS
STEP 1
Search for the required company record. Refer to process 02.001.01 L1 Searching for
CRM Records for more information.
STEP 2
Click on Edit from the toolbar.
STEP 3
From the toolbar select the Purchase details icon.
STEP 4
Enter the required information as required:
STEP 5
Click on Save.
Adding Purchase Detail to a Company Record
02.002.10.L1 Revision 8.35 18/05/07
Page 63 of 115
