[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Questions on Add Customer Screen

On Sun, Feb 5, 2012 at 6:45 PM, Steven Marshall <..hidden..> wrote:
I have read through the Ledgersmb documentation, but it doesn't explain some new items that exist on the Add Customer page.  If I go to AR>Customers>Add Customer, I see the following fields/buttons and not really sure what to enter or how they are used.

- Control Code

Control code for the entity (customer, vendor, employee, etc)
- Generate Control Code button

Generates a control code for a new entity if you want.
- Retrieve button

Retrieves an entity by control code.

For example, suppose you are my customer and your control code is A-234.  Now I want to buy from you.

So I go to AP/Vendors/Add Vendor

Enter A-234 into the control code box, click "retrieve" and then add the credit account.

Best Wiswhe,s
Chris Travers

Also, where do you enter the account number?  If we want to use for example the customer's phone number as their account number making it easy to retrieve the customer on the POS Sales screen, how can we accomplish this?

Best Regards,
Steven Marshall

Try before you buy = See our experts in action!
The most comprehensive online learning library for Microsoft developers
is just $99.99! Visual Studio, SharePoint, SQL - plus HTML5, CSS3, MVC3,
Metro Style Apps, more. Free future releases when you subscribe now!
Ledger-smb-users mailing list