Why:
Customer information is held in Fusion and is referenced by the system when orders are created, invoices or credits raised and vehicle records retrieved.
Where:
From the Customer View open the customer that you would like to work with. This will display the Customer Maintenance window.
How to Maintain Customer Misc Details:
In the miscellaneous tab in the Customer Maintenance window, the name of the salesperson usually associated with this customer is held along with information relating to the customer’s main product. Depending on a parameter setting, the parts system may or may not use the product code held here for accounts postings. Certain system settings are also held here that control whether the customer’s transactions are included in parts statistical analysis and reports generated from the Customer Audit File. ‘Transfer to Audit File’ must be checked on all external customers if the interface to CDB is enabled.
Note! If the customer is a
prospect orders can not be created.
What else would you like to do?