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Who can activate Customers?
Who can activate Customers?
Only Finance can activate new client accounts. Only activated clients can have quotes converted to Job Cards.
Finance also has the option to suspend accounts when necessary.
Process for Creating Clients
Process for Creating Clients
Catch Media's Process for Creating Customers is as follows:
All reps are allowed to create a new customer. These customers are created as "Prospect" clients by default.
Reps will need to furnish Finance with all the necessary information (eg. registered name, Address, Vat No etc) before these accounts are activated.
How do I update a Quote and job card if pricing has changed?
How do I update a Quote and job card if pricing has changed?
To update a QT and JC:
Step 1. Change the QT
- Set QT to an editable status
- Update quote
- Set QT to Complete
Step 2. Update the JC from QT
- Set the JC to an editable status
- Update JC by clicking Menu>Update Transaction>Update items from QT. (see image 1 below)
- Ideally, QT and JC should be done before invoicing.
NB: If the CI was made, once JC is updated, going Menu>Update Transaction>Update items from JC will update the CI.
Image 1
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Why can't i make
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