Sales
Customers - Synchronise Customers
Customers loaded onto BPO are saved to Pastel when the Post Accounts option has been turned on. If your database is integrated with Pastel, a CO3 BPO Analyst will switch the option on before Go Live.
This option will synchronise your customers with your financial system. This is usually only required initially (after Go-Live).
The only time this will need to be done is when a customer is added to Pastel or to BPO while the Post Accounts option is switched off.
Ribbon Access: Sales > Customers |
- The Customer Listing screen will be displayed.
- Select the Site.
- In this image Durban has been selected.
- Click on Sync.
Short cut key: Right click to display the All groups menu list. Click on Sync.
Save Synchronize
- When you receive the message to confirm;
- This action will write data to the accounting system. Are you sure that you want to synchronise the customers with the accounting system?
- Click on Yes.
The synchronisation will be complete.
MNU.061.011