- Customer display name should be the customer's trade name
- Currency cannot be changed after the customer is created, so you must ensure Canadian customers are set to pay in CAD.
- Attached customer's signed dealer agreement in attachment tab
- Assign customer type of either James Geddes - PWM Commission, Stephane Baltazar - PWM Commissions, or PWM Wholesale - House. This will be necessary for calculating commissions monthly.
Entering new customers Print
Created by: Sarah Wardell
Modified on: Wed, 7 Apr, 2021 at 2:21 PM
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