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" for successful integration and manage behaviour between your Service Management / POS and your Accounting system.
If an invoice is not syncing through to your Accounting system, it's usually due to the following reasons;
1. "Operational Customer" and "Account Customer" not linked
2. Customer Class is not defined
To create an Operational Customer, simply do the following;
1. Select “Add New” in the Operational Customers menu
2. Add all required fields
3. Select Save & Close
(Instructional video included below for easy reference)
Required Fields for Service Management application is Contact name, First name, Last name, and Full Billing Address. If these are not filled out, the contact will FAIL to sync to Service Management app.
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 ...
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 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 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 ...
Adding/Editing Customers in Spenda
Adding/Editing Customers in Spenda To add a customer; 1. Select “New Customer”. 2. Enter all relevant fields and select Save, 3. Upon completion of the sale, this will create the new contact the system and awaiting within the Synkd Transaction ...