Load Agreements
Load agreement terms if any:
The user can create 2 types of agreements
- Supplier agreements
- Customer agreements
They can be added in to the system with the help of data migration module.
Supplier agreements:
Select data migration > supplier section
Enter the credit limits and credit terms in the excel sheet and upload in the supplier section
The agreement will be created for the supplier.
Customer agreements:
Select data migration > account section
Enter the credit limits and credit terms in the excel sheet and upload in the account section