Setting Up Your Account | Setting Up Your Network- Customer Masters Setup | Knowledge Base
Setting Up your network- Customer Masters setup
Customer Notification Preferences
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Customer/Supplier Notification Preferences
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Default team Mapping to Customer/ Supplier / Agent
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Merging Customers
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Updating Credit Controls
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TDS exemption Mapping (India Specific)
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Updating default curreny, payment terms & creating Customer/Supplier Ledgers
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Add Regulatory Details - MSME , IEC, FMC
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Adding Contact Person
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Managing Different Shipping & Billing Address
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Disable/Enable a Customer or Supplier
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Converting a Lead to a Customer
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Creating Customer/Supplier
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