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Setting Credit Limits
Days Credit
Import/ Export Customer Details
(If the user does not have access to settings the user won't find Import/Export options in Customer and Suppliers screen)
To do this select Import/ Export and follow the standard Import/ Export prompts.
The customer details can be:
- Exported for a mail merge.
- Exported, edited and imported to update their details.
- Customer details can be imported from another system.
Things to be aware of:
- CRM Notes (CRM column) are not exported as they are often too big for Excel.
- CRM Notes imported are added to the existing CRM Notes.
Validation/Parameters:
- Sales rep code is case sensitive
- Street includes Street name and type
Address
If you are importing addresses from another worksheet you can put the address into the "Simple address". When imported into BUZ it will be split up into the appropriate columns.
This needs to be in the below format "UnitNo/No Street, Suburb State Post code, Country"
Invoice Delivery status
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Searching for Company Name
Contacts → Customers → Advanced Search
Enter the details in Company Name → Display
A list of companies will appear
