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erp-manual:cloud:relation:importantpoints

Important Points for Relation Master

Scope - Customer, Supplier, Internal Staff.

  • Account Name should be correct
  • If Account Name belongs to company, set Is Company to yes
  • If the Account is company, then tax id is important.
  • Name of the Account has to be correct, otherwise it will cause problem with synching with Odoo and with accounting reports.
  • In Internal Staff, Worker Category has to be correct to show in worker dashboard
erp-manual/cloud/relation/importantpoints.txt · Last modified: 2024/05/18 05:20 by Varun Nagrecha