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erp-manual:cloud:relation:importantpoints

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erp-manual:cloud:relation:importantpoints [2026/01/21 08:59]
Kalpesh Popat removed
— (current)
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- ====== 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.1768985976.txt.gz · Last modified: 2026/01/21 08:59 by Kalpesh Popat