Purpose
This function is used to transfer Customer Details from one customer to another.
It is most often used for the consolidation of “live” customer accounts, or for transferring information to a “discontinued” customer i.e. a customer you establish specifically to store/archive historical information.
The actual transfer does not take place immediately on submitting the details, but will be actioned as part of the next overnight End of Day run.
Data Input
Customer transfers can be entered in the form of a list. Therefore, multiple transfers can be entered at the one time.
Step 1 – Transfer Details
From Customer
Enter the customer code whose details you wish to transfer.
To Customer
Enter the customer code to which the old customer code details will be transfered to.
Copy Contacts
Select this option if you wish to copy the contacts from the old customer across to the new customer code.
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