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

  1. The Customer Listing screen will be displayed.
  2. Select the Site.
    • In this image Durban has been selected.
  3. Click on Sync.

Short cut key: Right click to display the All groups menu list. Click on Sync.

Save Synchronize

  1. 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?
  2. Click on Yes.

The synchronisation will be complete.