Edit Customer – A summary of the activity

This activity allows you to search and select the customer code for modifying its details. The result of the search process gets populated in the multiline.

This activity allows you to delete the customer code. You are allowed to delete multiple customer codes at the same time. The status of the deleted customer is updated to “Cancelled”.

This activity allows you to edit the customer details both at company level and OU level. You can edit the customer item details, financial details, default bill/ship to customer details, customer item attribute, bank details, contact persons, selling restriction and notes. You are also allowed to view the credit term and price list details.           

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