Page Comparison

...

1. Customer fills out Retail Customer Agreement (or we negotiate a different kind of signed agreement in which they take responsibility for charges)

2. Add as customer to PCR-360 (https://docs.google.com/document/d/19LyXFOtJ_3xbYIan2I3pq97RqLDBrTvQ-cs5VUyPRc8/edit)

   1. Create new Department

   2. Create new Contacts

   3. Create new GLA

   account code:

   1. (4 digit numeric code + 1 word/acronym to uniquely identify this customer/account

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

   1. )

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

4. Enter contact information and other details into Contact Information (modeled on existing)

Modify

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

...

1. Move customer rows on Contact Information onto Inactive Contacts tab

2. Move tab in Cash Customers to after STOP BOOKEND tab and hide connected row on the first ( Receivables ) tab

3. Mark customer in PCR-360 (Catalog > G/L Accounts) as Inactive

...