Creating and maintaining sizes
Menu path
System ➔ General ➔ CRM ➔ Sizes
Introduction
When you are maintaining your accounts in Exact Globe
Next, you can group the accounts based on their sizes which reflect the number
of your employees.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create a size?
- Click New
- Define the fields.
- Click Save
- Click Close.
Keep in mind: All fields with the “
!” icon are
mandatory.
How do I edit the size?
- Select a size.
- Click Open.
- Edit the field(s).
- Click Save.
- Click Close.
Fields
Code
Type a unique code for the new size. You can type up to 10
alphanumeric characters for this code. After saving the code, you can no longer
edit it. For examples, you can type P001 to define a company consisting of one
employee and P004 to define a company consisting of two to four employees.
Description
Type a description for the new size or edit the description
for the existing size that has been selected. For examples, descriptions can be
one employee, 2 – 4 employees, 5 – 9 employees, and other descriptions defining
the number of employees in a company.
Description NL/FR/ES/DE
You can type the description of a size in a maximum of five
languages. These languages are set via System ? General ? Settings ? General settings under Descriptions in list boxes. In this example, you
would type the description in Dutch under Description NL, French under Description
FR, Spanish under Description ES, and German under Description DE. The invoice will not be processed if Trial is
selected. The invoice is only processed if Final is selected.
Buttons
Save
Click this to save the newly created size and changes made
to the description of an existing size.
New
Click this to create another size.
Close
Click this to exit.
Related document
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.360.139 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |