Aeros ERP summary billing function requires a customer to be designated as the summary bill-to customer. The summary bill-to customer receives a billing invoice that combines all the invoicing activity for the summary ship-to locations assigned to the summary bill-to customer for a designated time period.
Pre-Requisites
- Custom Forms
Step-by-Step Guide
- Access the Master module.
- Click Sales.
- Click Customer.
- Locate the Customer you wish to assign a Custom Form to and click OK.
- Click Profile.
- Click Custom Design.
- Under the Report Type listing on the left, select the desired form. For example: Shipping Order
- Under the Assignment tab, select the first blank row.
- Select a Company / Division option.
- Select a Design option.
- Click Save.