Within the CRM, you can access a customer's account within the integrated cloud accounting/inventory management system. If, for any reason, a user needs to view the customer account within the accounting/inventory management system, then this functionality provides seamless integration.
- Cloud accounting/inventory management systems only e.g. Unleashed, Xero etc.
Step 1: Go to a Division
To access this link, navigate to a Division and click on the Sales Ledger button within the Accounts section.
Step 2: Open in Accounts/ERP
Within the main Details page, you have the 'Open in Accounts/ERP System' link. In the particular example below, by clicking on this link, the customer's account within Unleashed will open, as this system is connected to an Unleashed system.