Customer & Sales Modules

Customer & Sales Modules

How “Post To AR” function in Optimum and why cash sales transaction not show in Customer Control Summary?
Title: What is the function for “Post To AR” and why cash sales transaction not show in Customer Control Summary?   Step 1 - If didn’t check “Post to...
Tue, 8 Sep, 2020 at 11:55 AM
How to Merge Customer/Supplier Duplicated Account
If wrongly create Customer/Supplier in 2 account and had transactions, how can i merge it? Solutions: 1) On Customer/Supplier Listing Screen > Click ...
Fri, 25 Sep, 2020 at 3:24 PM
How to apply Payment Commission Rate and Sales Target Commission Rates
How to apply Payment Commission Rate and Sales Target Commission Rates Go to Customer > Agents > create a few agents (salesman) Alice and Charles ...
Thu, 12 Nov, 2020 at 3:15 PM
How to use Deposit Module
Scenario  Deposits are the advance payments received for future services and goods to be invoiced.  Deposits might be refund or forfeited in partial or f...
Tue, 30 Nov, 2021 at 3:56 PM
How to use Group Company Function?
Scenario  Scenario 1: Some Creditors would send Statement of Account to the Company’s HQ but not the sub branches.  For instance, like large corporation...
Fri, 19 Nov, 2021 at 9:19 AM