This self-paced lesson is designed for the users of CounterPoint SQL who need to understand the process of defining customers. In this training lesson, you will learn:
How the customer's type determines handling of the customer in various parts of the software
The various ways to define customers
The purpose of each field in a customer record
How to define shipping addresses for a customer
What balances are tracked for customers and when they are updated
How to work with customer notes
How to renumber a customer
How to purge inactive customers
The lesson contains demonstrations and activities that simulate use of each activity in CounterPoint SQL exactly as you would if you were actually in the application itself. Learning Checks at the end of each topic help you to evaluate what you have learned.
