Location Stock Transfer: Creating Account

Setting up a Store Account as a Stock Transfer Location

1. Open and Login to the POS Works System Menu.

2. Navigate to Customer Details Program.

3. Create New Customer Id or Search an existing Customer using the Customer Search Function.

I.e., Store name- Blooms The Chemist [LOCATION] is preferred.

You can find the guide here on Creating New Customer Profile.

4. Select Account Tab.

5. Select Open Account. Set Credit Limit.

6. Click to flag Store Account (for Stock Transfers).

7. Select Save.