Create Customers from Macola Order Entry Screen
While in the Macola Order Entry screen, the user can select "New" in the customer field which will launch a pop-up screen allowing the user to create a new customer. Once complete, simply clicking "create" will close the window and allow the user to continue entering their order.
Increase the speed by eliminating extra steps and setting defaults in fields as appropriate.
For Exact Synergy users, a Prospect from Exact Synergy can be converted to Customer status in Exact Macola with this tool as well, again saving time.
- Save time - set up a new customer while entering their first order. No need to switch from Order Entry to AR Customer Master set up screens
- Efficient - populates default and required data in all tables
- Added Flexibility - various fields can be defined to suit a company's requirements
- Streamlined - convert a Prospect in Exact Synergy to Customer status in Exact Macola