Admin: Customers & Sub Customers
The article outlines the steps to create a New Customer i.e. Customer Account on Sync. Note that you will require Admin permission to access Customers. ...
Mon, 2 Jun, 2025 at 9:20 AM
The article outlines the steps to Edit a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Customers. FOLLOW...
Wed, 23 Apr, 2025 at 5:20 AM
The article outlines the steps to copy over address fields to the other address tabs without manually entering in the fields. FOLLOW STEPS BELOW: 1...
Thu, 5 Jun, 2025 at 11:01 AM
The article outlines the steps to add emails to a sub customer. FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2. ...
Tue, 17 Jun, 2025 at 10:02 AM
The article outlines the steps add a Rep/Rep Com against a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Cust...
Thu, 19 Jun, 2025 at 4:38 AM
The article outlines the steps How to update an existing Rep Commission% and Discount% FOLLOW STEPS BELOW: 1. Navigate to the relevant customer by c...
Fri, 20 Jun, 2025 at 9:37 AM
The article outlines the steps to add or edit a sub customer FOLLOW STEPS BELOW: 1. In Navigation Pane, select Administration 2. Select 'Sub Cu...
Tue, 17 Jun, 2025 at 10:03 AM
The article outlines the steps to set a customer as inactive. Note that you will require permission to Sync Administration to access and edit customers. ...
Tue, 17 Jun, 2025 at 10:06 AM
The article outlines the steps to Search for a Customer within the Sync Admin Portal. Note that you will require Admin permission to access Customers. ...
Tue, 17 Jun, 2025 at 10:06 AM
The article outlines the steps to Edit Customer Address within Sync Administration. FOLLOW STEPS BELOW: 1. In Sync ERP, Open the Admin portal. 2. ...
Tue, 17 Jun, 2025 at 10:08 AM