Adding a Account Customer to a Customer Class
Adding an Customer Class to an Account Customer
The 2 main types of Customer Class posting are:
Account: Operational Customer history is record 1 for 1 in the Financial System.
Generic: The Operational Customer invoice/s will sync to the Financial system to a default/generic customer record. The Operational Customer history will be stored in Service Management system and POS but not record to their name in the Financial System.
When you first transact with a customer, whether through a service job or a shop sale, Synkd will prompt you to confirm the posting behaviour within the Transaction Queue in selecting "Resolve".
(This can also be actioned through the POS terminal when selecting a customer).
If you would like to pre-empt the Customer Class process, navigate to Account Customer menu, search and select the customer. Then select the Customer Class behaviour.
Differences between "Operational Customer" and "Account Customer"
Differences between "Operational Customer" and "Account Customer" There are 2 main record types when referring to customers , each one plays a crucial role within the system. Operational Customers Located in Service management or POS, which links ...
How to Add a Customer Class
How to Add a Customer Class Please view article on what is a customer class for more information. 1. Navigate to side menu, Customer > Classes 2. Select "New Customer Class". 3. Next give the class a name and description. 4. If desired, you can ...
How to Create an Account Customer
How to Create an Account Customer Instructional video also included below for easy reference Account Customers within Synkd, directly link to your customer records in your accounting system. Here's how we create an Account Customer; 1. Locate and ...
How to Link/Unlink a Operational/Account Customer
How to Link/Unlink a Operational/Account Customer 1. Navigate to the Operational Customer menu. - Search and select the customer you want to link to the Account Customer 2. OR simply unlink from the Account Customer. (Instructional video also ...
How to Create an Operational Customer
How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...