The Vehicle Stock Book for Accountants - Flipbook - Page 67
STEP 3
Check that a CRM customer record has been attached to the vehicle stock record.
If the vehicle stock record has been attached to a CRM customer record the customer name
will show in the circle above, in this case Mrs H Fletcher.
Note the Customer tab is live as indicated by the label being in black. The Company tab is
greyed out indicating that the customer record is not attached to a company record in CRM. If
the word Company on the Company tab was in black this would indicate the customer record is
attached to a company record.
To check the customer or company details are correct click on the corresponding tab to go to
the CRM records to check the details.
For further details on attaching the record to the CRM module refer to process 06.001.03 L1
Reserving a vehicle for a Customer.
Producing the Main Sales Invoice for a Vehicle
06.001.10.L1 9304C – gpl 01/09/06
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