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

The outlet user has the Client permission tagged under Company permissions

Company > Clients

To create a new client, click on the clients tab.
Click Add
Complete the client's details as per your company policy
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.
Once you have entered the required data, click Request Client Account
The status on the Client page will show as Awaiting Ref
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.
This account reference will also appear on the credit sale invoice
The status will then be cleared and the account will be active
To amend or archive a client, click on the client's name and make the required changes.

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