Customers

Add Customers by going to File / Open / Customers and selecting Add . Profile Customer ID – Enter a unique ID consisting of up to six characters. The ID is used throughout the Agvance modules to call up or refer to...

Available Credit , found on the Credit tab of the Customer file, is calculated by taking the Credit Limit less the Customer’s balance. The Customer’s balance is calculated using the following formula: Current Balance + sum of ...

Create verbal quotes on Customer profiles for reference.           In the Hub or Accounting module, navigate to File / Open / Customers .  Select the Customer and choose Edit . On the Edit a Customer window, select...