Updated: Sep 3, 2021
The Create a New Quick Cash Customer feature helps speed up the Sales order process.
This video gives an overview of efficiently setting up a Quick Cash Customer.
On your Merchanter system you can:
- During a Cash Sales Order, access the option to; Add a Quick Cash Customer (by clicking the New+ button, this will start an order faster)
- New Sales Order - +New Cash Customer
- Assign tasks to other users
- Select from Customer prototypes
- Enter – General Information
- Assign Coding options