Creating Customer Message

To enhance customer communication and streamline messaging within XoroERP, users can utilize the Customer Message Module. This module provides a simple yet effective way to create and manage customer messages directly from the XoroERP interface.

1. To create an customer message, navigate to the Customer Message Module within XoroERP's interface.

2. Type in the desired message content into the provided text field. After entering the message content, review it to ensure accuracy and clarity.

3. Once satisfied with the message, click on the "Save" button or a similar option to save the message.

After saving the message, it will be stored within the Customer Message Centre and can be utilized in various modules where customer messages are applicable, such as during sales order creation or customer interactions.

Users can select and add the Customer Message when creating a Sales Order.