Description
This document explains how to locate Customers and Suppliers in WMS.
Detail Steps
Open WMS.
Go to Tools > Find Customers.
Select from drop-down list selection and press Search.
From here, you can select customer/supplier and locate all available account details.
Note Customer/Supplier Bill To and Ship to address cannot be edited in WMS. Please update address in MYOB and replicate over to WMS. |
Create New Customer
Note: New Supplier cannot be created via WMS. Please create in MYOB and replicate over to WMS.
Open WMS.
Open Tools > Find Customer.
Select ''New Customer''.
Enter all available details and select "Save and Close".
Create new Order Inquiry via Locate Customers and Suppliers:
Open WMS.
Open Tools > Find Customers.
Select Order Inquiry...
Below screen will Open.
From here, select ''New Sale Order'' under Shortcuts and proceed with Sales Order entry.
Related Information
None