User Guide

Customers

This chapter has not been written yet, because the page itself has not been built yet.

This chapter has not been written yet, because the page itself has not been built yet.

The Management & Finance › Customers row is in the sidebar and it opens; but what opens is not a page, it is a single information card. The card is titled Customers, and the line below it reads "This section has not been migrated yet. Pages will arrive here one by one once the pilot page is approved." There is nothing to click, no field to fill in and no output to take. If your module permission is off, the row appears locked in the menu and clicking it brings up the permission dialog instead of this card.

NoteCustomer records are kept in the Current Accounts section today. You pick Customer as the account type when you open an account there; collections, open items and cheque–note movements are followed from that same page. So the money trail of a customer is not lost, it simply does not have a page of its own yet.

When the Customers page is built, this chapter will be written from scratch like the others: anatomy of the screen, fields, step-by-step procedures and outputs.