In this guide, we show how to create a Customer Reference Book within the Finance Module. This feature is optional as Customer References can be manually entered when adding a Customer.
Access: The minimum permissions required to create a Customer Reference Book are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: None
Related Guides:
To begin, go to Modules > Finance > Finance Home Page > Maintenance > Books.
Click on the Select Book Types dropdown.
Select Customer Reference Books and click New.
Enter the details of the Customer Reference Book as per requirements and click Save.
The Customer Reference Book has now been added and is available to use.