Sales

Commercials - Link Customer to Commercial

Ribbon Select Sales > Customers

• The Customer listing screen will be displayed.

• Select the Site where the customer can be located.
• The example has KwaZulu-Natal selected.
• Select the Status of the customer.
  • The example has Active selected.
• Click on the row of the customer you wish to link a commercial to.
• Click on Edit.

• Short cut key: Right click on the selected row in the data grid to display the All Groups menu list. Click on Edit.

• The Customer Maintenance screen will display.
• Click on the Commercial tab to display the commercial details for the Customer.
• Click on the drop-down arrow in the Commercial field.

• From the commercial drop-down menu, select the commercial you wish to link to the customer.
• The example has Discount Commercial selected.
• Click on Save to return to the Customer Listing screen.

• You can now Commercials - View Customers Linked to a Commercial.

Related Topics

• Sales Commercials - Introduction
• Sales Commercials - Add
• Sales Commercials - Edit
• Sales Commercials - Delete
• Link a Customer to Commercial
• View Customers Linked to Commercial