Locate Customers and Suppliers

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:21 PM by Datapel Integration

Description

This document explains how to locate Customers and Suppliers in WMS.

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.

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.

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