Description

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

Detail Steps

  1. Open WMS
  2. Go to Tools > Find Customers
  3. Select from drop-down list selection and press search
  4. 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.

  1. Open WMS
  2. Open Tools > Find Customer
  3. Select ''New Customer''
  4. Enter all available details and select "Save and Close"


Create new Order Inquiry via Locate Customers and Suppliers:

  1. Open WMS
  2. Open Tools > Find Customers
  3. Select ""
  4. Below screen will Open
  5. From here select ''New Sale Order'' under Shortcuts and proceed with Sales Order entry.

Related Information

None