Set a Parent Customer for a Customer Branch; Credit Details for Branches of a Parent Customer

Discover how to effortlessly establish a parent-child relationship between customers in 10X ERP . This tutorial will guide you through the key steps to link a parent customer to a child customer, ensuring that credit details are seamlessly transferred.

  • Create, Update, and/or Verify the Parent Company Details
  • Locate and Child Customer Record
  • Switch to Edit Mode
  • Populate 'Parent Customer' Field
  • Confirm Real-Time Credit Detail Updates
  • Changes are Auto-Saved
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