Sales and Purchase Ledgers - Flipbook - Page 20
STEP 3
Use the search facility to check whether a customer or company record exists.
If the CRM record exists, click on the company or customer name to display the
address and vehicle detail. If it is the correct record click Load, then click Exit.
If the CRM record does not exist then click Create. Follow the system prompts to
create a new CRM record. When complete save the record and then click Exit. For
further help refer to process 02.002.01/03/05.
STEP 4
Select to Link-record if the correct CRM record has been located, otherwise use
Lookup-again to repeat the search in CRM.
Add/Modify Accounts - Create
01.01.001.01 – pwise – 01/06/06
Page 20 of 342
