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Link parent customer to a child customer

This article applies to:Exemption Certificate Management Pro

Create a customer relationship by assigning a parent customer to the child customer. 

Steps

  1. From the home page menu, go to Exemptions > Customers.
    The Customers page opens.
  2. 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.
  3. Select Related customers tab.
  4. Click Link a parent customer button.
  5. Select a parent customer from the dropdown and click Save.
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