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create_customer_sort_codes.mp4Use the Customer Sort Codes Maintenance screen to create and edit Customer Sort Codes.

Pre-Requisites

  1. None

Step-by-Step Guide

  1. Access the Master module.

  2. Click Sales.

  3. Click Customer Sort Codes.

  4. Click Add.

  5. Specify a Code value. For example: TOP10

  6. Specify a Description value. For example: Top 10 Customers

  7. Specify a Sort Order value. For example 1

  8. Click Save. 

 

Create Customer Sort Codes Video

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