Finance Cloud | Customer/ Supplier/ Agent Masters | Knowledge Base
Customer/ Supplier/ Agent Masters
Customer/Supplier Notification Preferences
<br>
Linking Your Employee Roles (Sales/CS/Pricing/other roles) to Customer/ Supplier
<br>
Merging Customers
<br>
Updating Credit Controls
<br>
Updating default curreny, payment terms & creating Customer/Supplier Ledgers
<br>
Add Regulatory Details - MSME , IEC, FMC etc
<br>
Adding Contact Person
<br>
Adding Multiple Shipping/ Billing Address & Disabling/ Enabling an address
<br>
Customer or Supplier Disable/Enable
<br>
Converting a Lead to a Customer in Network
<br> <br>
Creating Customer/ Supplier
<br>