Difference between revisions of "How do I set up customer/supplier attributes?"
From Catalyst
| Line 1: | Line 1: | ||
| − | ==Summary== | + | == Summary == |
| + | This article explains how to setup new customer or supplier attributes. | ||
| + | |||
| + | == More Information == | ||
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include/exclude them on mailshots etc. The following article explains how to set up new attributes. | Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include/exclude them on mailshots etc. The following article explains how to set up new attributes. | ||
| − | + | For Customers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | |
| − | For Customers go to {{Menu| | ||
| − | For Suppliers go to {{Menu| | + | For Suppliers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Supplier Attributes}}. |
*Click {{KeyPress|Add}}. | *Click {{KeyPress|Add}}. | ||
*Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field. | *Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field. | ||
| Line 12: | Line 14: | ||
*You can then continue adding as many attributes as required. | *You can then continue adding as many attributes as required. | ||
| − | ==See | + | == See Also == |
| − | *[[How to Use Vehicle Marketing]] | + | * [[How to Use Vehicle Marketing]] |
| − | *[[How to Use Stock Control Marketing]] | + | * [[How to Use Stock Control Marketing]] |
| − | *[[How to Use Workshop Marketing]] | + | * [[How to Use Workshop Marketing]] |
| − | {{KB_Tags|sales, purchase, customer, supplier, attributes, attribute, attrib}}{{KB_SL}}{{KB_PL}}{{ZN_Admin}} | + | {{KB_Tags|sales, purchase, customer, supplier, attributes, attribute, attrib}} |
| + | {{KB_SL}}{{KB_PL}}{{ZN_Admin}} | ||
Revision as of 11:18, 30 September 2013
Summary
This article explains how to setup new customer or supplier attributes.
More Information
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include/exclude them on mailshots etc. The following article explains how to set up new attributes.
For Customers go to " Reports & Settings Maintenance Options System Administrator Add or Edit Customer Attributes".
For Suppliers go to " Reports & Settings Maintenance Options System Administrator Add or Edit Supplier Attributes".
- Click <Add>.
- Assign your 3 character attribute code in the "Customer/Supplier attribute:" field.
- Give it a suitable description.
- Click <Done> and <Accept>.
- You can then continue adding as many attributes as required.
See Also
