Menu Path: Customer > Maintenance > Edit Account
- Key in Customer ID or click Search for search function and click Submit
- Customer Details, Optional, Credit Terms and Custom Fields will follow the information upon Customer Account Creation
- Edit or Add more information on the customer data → refer to the Customer Configurations on the compulsory information
- click Save Changes
- Add Contact Person → used for Intercompany Stock Transfer and Membership
- Custom Fields Tab used if user need another field on contact person page → make sure to configure the custom field. Eg: Email 4
- Add Vehicle → user for Workshop Function
- Add Pricing Info
- Add Item Link → used to link the item to specific customer
- Add Label Link → used for task scheduler or plugin
