This article applies to:Exemption Certificate Management Pro
Create a customer relationship by assigning a parent customer to the child customer.
- From the home page menu, go to Exemptions > Customers.
The Customers page opens.
- Click on the customer code of any child customer for whom you need to add parent customer.
Note: Use filters to display child customer list.
- Select Related customers tab.
- Click Link a parent customer button.
- Select a parent customer from the dropdown and click Save.