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Create a New Quick Cash Customer

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

#QuickCashCustomer #IntroductiontoMerchanter

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