Create a New Customer Pathway

Create a New Customer Pathway

This course will cover the creation of Customers, Ship To’s, and Vendors within the EnCore system. It will go over how to navigate to each module and how to complete customer and vendor records.

Launch

Course curriculum

1. Create a Prospective Customer
2. Create New Customer – Main Screen
3. Create New Customer – Codes Screen
4. Create New Customer – Billing Screen
5. Create New Customer – Billing Screen > Other
6. Create New Customer – Documents Screen
7. Create New Contact

About this course

7 lessons