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Type: Story
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Status: Closed (View Workflow)
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Resolution: Completed
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Affects Version/s: None
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Fix Version/s: CFA 2019R2
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Component/s: Core
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Labels:
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Sprint:CFAMX 2019R2 Sprint 1
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SOW (Time Tracking) Project:44918
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Work Type Classification:Sustaining
As a store manager I want to be able to add a new customer so that I can maintain my On Account Sales records
Notes
- Only required to enter minimum data when adding a new customer
Acceptance Criteria
- Confirm that there is an option to initiate the creation/addition of a new customer
- Confirm that a new customer can be entered using only minimum data
- Active/Inactive
- Default is that the new customer will be Active
- First Name
- Last Name
- Phone
- Account Name
- Cannot be changed once saved. (Prints on Customer Invoice)
- Cannot be duplicate within same store
- Cannot be blank
- Cannot exceed 30 characters
- Subtext under Account Name field: Account Name is used to identify a customer and will be the name on all invoices. Account Name cannot be changed once it is saved.
- Active/Inactive
- Confirm that additional data can also be recorded, if needed
- User must first do something to enter more data.....
- Additional fields
- Organization Name
- Fax Number
- Mailing Address
- Street
- Street 2
- Street 3 (Do a check in Prod and see if anyone is actually )
- City
- State
- Zip Code
- Country
- Street Address:
- Checkbox: Same as Mailing Address (default is to check this box)
- Street
- Street 2
- Street 3 (Do a check in Prod and see if anyone is actually )
- City
- State
- Zip Code
- Country
- Notes
- Subtext under notes field: Please do not enter comments containing sensitive data(e.g., credit card information and banking numbers).
- implements
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CFAMX-1262 CM MxC - Re-write Customer Management page in MXC
- Closed
There are no Sub-Tasks for this issue.