Adding a Account Customer to a Customer Class

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.

Option 1:

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).






Option 2:

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.









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