Create a new client account for head office users

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

A head office user has the New Client Alert tagged in the user access

Where to find this

Outlet > Company > Clients

Step-by-Step guide

1. The outlet user will log into the Clients tab on the Company page and complete the client's details as per your company policy. The minimum required is a client name and so we leave it for each IndiCater client to specify with their employees what is required.
2. 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.
3. Once they have completed the relevant information and submitted the request, the status on the Client page will show as Awaiting Ref
4. The Head Office users with the New Client Alert option tagged will receive an alert to advise them of a pending client account request. 
5. You will need to go into the outlet concerned and click on Clients on the Company
6. Click on the client account you are interested in and scroll to the bottom where you can enter an account ref. 
7. This account ref will also appear on the credit sales invoices.
8. Once entered and saved, the client will be available by the outlet users to use in credit sales etc. 
9. To amend or archive a client, click on the client's name and make the required changes.