Create and Import Customers A15-ANKU
CreditsNone
Estimated Length: 25 minute(s)
Overview
  • Overview
  • Resources
Description
Create a Customer E1010-AN00 topics covered: 
  • Create a customer
  • Add a site to a customer
  • Adjust customer settings
  • Manage customer notes
  • Apply specific customer rates
  • View customer statement

 

Import Customers R0011-AN00 topics covered:
  • Import customers
  • Import settings
  • Match import columns
  • Import summary

 

Modules
Create a Customer E1010-AN00
Content Types:
This material covers how to create customers in simPRO
Import Customers R0011-AN00
Content Types:
This material covers how to use the import to create and update your customers.