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titleMemo

This screen is used by theĀ WarehouseĀ to record Memos or NotesĀ against a specificĀ Customer or Customer Contact.

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  • These Notes can be seen by other users when looking at theĀ Customer details in the Customer Maintenance screen.

  • There is a standard window HTML text toolbar across the top that you can use to change formatting in the same way that you would in Word or Excel.

You will need to enter any notes in the Design HTML Code View first.

  • This section displays a history of all Notes saved against the current Customer.

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titleMovement Stats

This screen will show the stats of the Movement by Customer and the Account Manager

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Info

To use this screen you will need to enter the Site Code from the Search Criteria

  • You are able to export the results in Excel or CSV by using the Excel icon or CSV icon at the bottom of the screen

  • For the Site Code and Customer Code, you are able to enter multiples codes

    • They will need to be separated by a comma.Ā 

Info

The results section is all read-only fields