Admin: Customers & Sub Customers
TABLE OF CONTENTS What is a customer? What is a sub customer? Overview Customer Fields Customer Details Customer Address Details Customer Accounting...
Tue, 13 Jan, 2026 at 8:19 AM
The article outlines how credit limits and overdue accounts work in Sync. See FAQ articles for how to flag or unflag a customer as account overdue or credi...
Mon, 2 Jun, 2025 at 8:57 AM
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. ...
Tue, 13 Jan, 2026 at 8:25 AM
The article outlines the steps to Bulk Import Customers. FOLLOW STEPS BELOW: Download/ Save the export template 1. In the Navigation Pane, go to A...
Wed, 6 Aug, 2025 at 8:42 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 a Customer within the Sync Admin Portal. FOLLOW STEPS BELOW: 1. In Sync ERP, Open the Admin portal. 2. Click...
Mon, 4 Aug, 2025 at 11:00 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
The article outlines the steps to add multiple emails to a customer FOLLOW STEPS BELOW: 1. Select 'Administration' in the Navigation pane 2...
Mon, 2 Jun, 2025 at 8:14 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 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