Sales and Purchase Ledgers - Flipbook - Page 340
STEP 4
By clicking on the required record, the system displays the address details on the right
hand side, for confirmation.
STEP 5
If it is the correct record, click Load. The system will pull the full name through to the
deposits routine.
STEP 6
The rest of the details may then be completed before processing the deposit.
STEP 7
If the record does not exist, using the Create button, will allow access to the set up
process.
STEP 8
Select Company or Customer type.
Search for CRM Record in Take Deposits
01.01.901.01 – pwise – 01/06/06
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