Set up a Broker Customers & create Broker Customers invoices.

Set up a Broker Customers & create Broker Customers invoices.

Pre-Requisites

  1. Customer Master

  2. Customer Orders

  3. Ship Release

Step-by-Step Guide

  1. Access Customer Master

  2. Click on Profile

  3. Click on Locations

  4. Click on Custom Fields

  5. Select Customer Type

  6. Select Broker / Buyer

  7. Click Save

 

 

Create Broker Customer Invoice

  1. Create an order

  2. From Logistic Maintenance > ship-release order

  3. From Create Invoice > select Broker Customers, and the released orders for this Broker Customer will be displayed and ready for you to invoice.

 

 

 

 

Looking for labels? They can now be found in the details panel on the floating action bar.

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