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Bulk updates

Cash customer

Add/Onboard

  1. Get contact information (from form?)Customer fills out Retail Customer Agreement

  2. Create GLA account codes in code: 4 digit numeric code + 1 word/acronym to uniquely identify this customer/account

  3. Add as customer to PCR-360 (Catalog > G/L Accounts)

  4. Create a tab in Cash Customers and a connected row on the first (Receivables) tab

  5. Enter contact information and other details into Contact Information

Modify

Update contact info in Contact Information & PCR-360 (People > Departmental Hierarchy)

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