Sales

Commercials - Link Customer to Commercial

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will display.
  2. Select the Site where the customer can.
    • The example has Durban selected.
  3. Select the Status of the customer.
    • The example has Active selected.
  4. Click on the row of the customer you wish to link a commercial to.
  5. Click on Edit.

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

  1. The Customer Maintenance screen will display.
  2. Click on the Commercial tab to display the commercial details for the Customer.
  3. Click on the down arrow in the Commercial field.

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

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