Sales and Purchase Ledgers - Flipbook - Page 338
Customer Name Enter customer or
company name use tab key to
continue
The system will
display a list of
customer or
company records
that meet the
search instructions
Is the required
customer or company
in the list
No
Click on the
required customer
or company record
Click Create
Select Company
or Customer
Yes
Is it the correct record when
viewing the address details
No
If prompted confirm which
location the CRM
record will belong
to
Yes
Click Load
Enter Postcode to
search for address
The system will
update the deposit
screen with the
customer or
company name
Select house
number or name Click OK
Complete
Customer or
Company Details
screen Click Save
Search for CRM Record in Take Deposits
If prompted - click
Continue to
warning of missing
details
01.01.901.01 – pwise – 01/06/06
Page 338 of 342
