One register of customers and vendors

What moves

A customer or vendor created in accounting becomes a party in the shared register, parties created elsewhere are available in accounting's pickers, and a delivered order creates the accounting customer from the party if there is none.

Before you start

• Accounting in your plan
• Accounting in your plan (Contacts & Partners is always included)

Step by step

1. Accounts receivable clerkAccounting & E-Invoicing

   Creates a customer or vendor.

   You see:It is announced to the shared register.

2. SystemContacts & Partners

   Creates or matches the party and links it to the accounting record.

   You see:The same person appears once across modules.

3. Sales representativeCRM & Sales Pipeline

   Creates an account in CRM.

   You see:It appears in the shared register. Accounting keeps a copy for its pickers but does not create a customer until one is needed.

4. SystemAccounting & E-Invoicing

   Creates the customer from the party when a delivered order, subscription or rental first needs to be invoiced.

   You see:The customer exists once and is linked back to the party.

5. Tenant administratorContacts & Partners

   Merges two duplicate parties.

   You see:Accounting's customers and invoices are re-pointed to the survivor.

Related

• Accounting & E-Invoicing
• Contacts & Partners
• Online store orders reach the books
• Payroll posts itself to the ledger
• Payroll shows up in the month-end checklist and cash forecast
• A journal entry is drafted by one person and posted by another
• A large bill goes through a multi-step approval chain
• Connections between modules