...
| Tip |
|---|
A unique customer code needs to be set up. If you have multiple sites then you should try to ensure that when the same code is used on multiple sites they should both be for the same customer. |
Customer Header Fields
Customer Code - this should be unique for this customer, you should avoid having the same code in another site for a different customer
Site Code - pick the site that this customer will be based, this stock holding account is unique for this customer in this specific site.
Customer Contact - high level customer contact information
Customer Name - the private individuals full name or if trading with a company their full company name.
Customer Options
The customer options (tick boxes at the top of the screen) are explained below :
...