Create a new client account - outlet user guide

Introduction

Clients are used in credit sales, internal sales invoice creation and in CRM

Assumptions

The outlet user has the Client permission tagged under Company permissions

Where to find this

Company > Clients

Step-by-Step guide

1. To create a new client, click on the clients tab.
2. Click Add
3. Complete the client's details as per your company policy 
4. If generating credit sales invoices for the client from the credit sales sub-module, please note that the Client name, Contact name and Billing address will appear on the invoice.
5. Once you have entered the required data, click Request Client Account
6. The status on the Client page will show as Awaiting Ref
7. Head Office will receive an alert to advise them of a pending client account request. They will log into to IndiCater to assign an account reference.
8. This account reference will also appear on the credit sale invoice
9. The status will then be cleared and the account will be active
10. To amend or archive a client, click on the client's name and make the required changes.