Operations Tab Page

Customer Relationship Management (CRM) > CRM Operations Programs > Customer Manager

Operations Tab Page

The Operations Tab Page contains a number of fields that are used by the system during Order Entry, Order Processing and Order Completion/Invoicing. Examples of these fields include the Shipvia or default shipping method for the customer and the Viaterms or Shipping terms for the customer.

The Operations Tab Page also includes several fields that are used by the EDI processing programs.

Each of the fields displayed on this page are documented at the field level and many of these fields are only used for specific situations.

Demo Tab Page