Orders point at the shared customer

What moves

Sales orders carry a customer from this register, renames follow, and merged duplicates move their orders to the surviving customer.

Before you start

• Sales Orders in your plan
• Customers created in the customer register

Step by step

1. Order clerkSales Orders & Fulfilment

   Takes an order and picks the customer.

   You see:The order names the party.

2. SystemSales Orders & Fulfilment

   Keeps the order module's customer copy current.

   You see:Order lists show current names.

3. Finance controllerContacts & Partners

   Merges two entries for one customer.

   You see:Orders of both belong to the survivor.

Related

• Contacts & Partners
• Sales Orders & Fulfilment
• Orders use register customers
• Price lists are given to customers from the customer register
• Rental customers come from the register
• An invoice is blocked until the customer's details are completed
• Two records for one company are reviewed and merged
• Connections between modules