How do I set up a Club Catalyst Customer?
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Revision as of 11:31, 23 November 2012 by Steve Jeffery (talk | contribs)
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Summary
If you are going to be taking orders electronically using Club Catalyst you will need to supply any customers who wish to place order this way with your own Club Catalyst ID (CCI), and enter their Club Catalyst IDs in " Customer Properties", to enable your system to match incoming orders with customers.
Details
- Navigate to " Sales Ledger Customer File Maintenance Add or Edit Customers" and locate the customer who wants to order with you through Club Catalyst.
- Once in their " Customer Properties", on the [Web] tab, locate the "Club Catalyst" field and here enter their 'Club Catalyst ID'.
- Click [Done] and [Accept].
See also
