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563 results for "Customer view"

How can I see Outgoing Invoices in Customer view?
  1. AppXite
  2. Platform Guide
  3. Billing and Invoicing
  4. Invoices Management
details: Accessing Customer View To view invoices from the customer's perspective, log in on behalf of the Customer organization
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Incoming Billings in Customer view vs. Outgoing Billings in Seller view
  1. AppXite
  2. Platform Guide
  3. Billing and Invoicing
  4. Invoices Management
to that customer, separated from the seller's general invoice collection. The platform generates a new, customer-specific
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How to view default Customer catalog for Customers?
  1. AppXite
  2. Platform Guide
  3. ...
  4. Multi-Tier and Seller Product Catalog
  5. Catalog Configuration
and Sellers can view and manage the "All (default)" Customer catalog, where all newly approved customers are automatically
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Customers Report
  1. AppXite
  2. Platform Guide
  3. Reports and Analytics
  4. Multi Tier Reports
Select Report View between Basic View, Vendor Information, or Platform user view. Basic View The following information about
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Customer: Orders Overview
  1. AppXite
  2. Platform Guide
  3. Subscriptions & Offers & Orders
  4. Orders
the Recent orders view Recent orders button - Available in the Historical orders view Order Custom Fields - Can be
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How to Log in on Behalf of the Customer
  1. AppXite
  2. Platform Guide
  3. Organization Management
  4. Instructions for Organization Management
behalf of a Customer organization. When purchasing products for customers, Sellers must log in as the customer organization
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Catalog functionality for Customer
  1. AppXite
  2. Platform Guide
  3. Catalog Management
  4. Customer: Product Catalog
This article describes how the Customers' Product Catalog is organized and guides customers through using categories and filters
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How to automate Customer onboarding in Business Central
  1. AppXite
  2. Platform Guide
  3. Billing and Invoicing
  4. Invoicing Solution
existing customers. In this article: Create or Edit Customer Templates Apply Customer Templates to Existing Customers Create
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How to select an Organization?
  1. AppXite
  2. Platform Guide
  3. Organization Management
  4. Instructions for Organization Management
Organization in Customer View, click on the Organization name in the list. This allows you to: View and manage Subscriptions
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Modern Organization View
  1. AppXite
  2. Platform Guide
  3. Organization Management
  4. Instructions for Organization Management
Invite Customer Sellers have possibility to add the Customer organization: 1. Click the Invite Customer button
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