
Identify AGCO Plus+ Customers
Ibcos Product Team
Created on October 23, 2024
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A simple way to identify if your customers have an AGCO Plus+ account before invoicing.
How to Make a Note of Your AGCO Plus+ Customers
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Step 1 - Create a one time Customer Event
1. Navigate to System Management > Prospect Data > Event Code Maintenance 2. Fill in the details3. Select OK and Yes to save changes. The Customer Event has now been created and can be used in the future
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A simple way to identify if your customers have an AGCO Plus+ account before invoicing.
How to make a note of your AGCO Plus+ Customers
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Step 2: Add the Event to a Customer Account
1. Navigate to Sales Ledger > Customer Enquiry > select the required customer 2. Select the Events Tab > Insert3. Select the event code created in Step 1: CUSAGC4. Ensure Action User is set to All
A simple way to identify if your customers have an AGCO Plus+ account before invoicing.
How to make a note of your AGCO Plus+ Customers
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Step 3: Locate the Note
When entering the customer account in Account Enquiry, a Point of Sale advice or a Workshop Job the note will be displayed.
A simple way to identify if your customers have an AGCO Plus+ account before invoicing.
How to make a note of your AGCO Plus+ Customers