Customer and Sales Modules

How to Create Delivery Address
Delivery Address is being used when the ordered items/goods will be shipped to a different location aside on the Billing Address.    In the Optimum main w...
Fri, Jun 1, 2018 at 5:41 PM
How to Process Advance Payment (Customer)
Any type of payment that is made ahead of its normal schedule, such as paying for a good or service before you actually receive the good or service. Advance...
Thu, Aug 30, 2018 at 10:57 PM
How to Process Customer Multiple Payments
Multiple Payments lets the user have the flexibility to collect receivables from customers using more than one payment method. Using the Navigation Pane...
Thu, Aug 30, 2018 at 11:15 PM
How To Set A Quta To Agent Or Sales Person
In System, there is a feature called Agent Budget whereas this function is useful for setting up a quota for the Agent or Sales Person. In Navigation Pa...
Thu, Aug 1, 2019 at 12:36 AM
KB61906 - Customer Has Been Suspended
MESSAGE PROMPT WHEN CREATING TRANSACTION AND CUSTOMER HAS BEEN SUSPENDED Problem Scenario: There are instances that an information window will prompt ...
Sun, Jun 30, 2019 at 10:24 PM
KB082105 - Customer Actual Sales and Budget
Customer Actual Sales and Budget  Using Monthly Budget Form, values may be set per month, per each maintained General Ledger Account under Chart of A...
Thu, Nov 25, 2021 at 2:49 PM
KB092101 - How to Revise A Quotation
HOW TO REVISE A QUOTATION The QNE System has a feature where a quotation can be revised several times while retaining the original document.   Go t...
Thu, Nov 25, 2021 at 1:58 PM
KB092112 - How to Edit in Customer Knock Off and Supplier Knock Off
How to Edit in Customer Knock Off and in Supplier Knock Off In Customer Knock Off and Supplier Knock Off, once the transaction has been fully matched...
Thu, Nov 25, 2021 at 2:00 PM
KB102112 - How to Record PDC Collection
HOW TO RECORD PDC COLLECTION 1. Go to Customer Module > Receive Payments > click the New button 2. Key in all the necessary information such a...
Thu, Nov 25, 2021 at 2:08 PM
KB112107 - How to set up Customer Pricing Rules
How to set up Customer Pricing Rule Overview: Customer Pricing Rules enables the users to set different Item Pricing and Discounts for each Customer...
Thu, Nov 25, 2021 at 1:52 PM