Matching an e-commerce account - Sarraf Kullanım Kılavuzu

This translation is awaiting language review. Application screenshots and interface labels are in Turkish. The downloadable PDF is also in Turkish.

Steps

Open the Account matches (Hesap eşleştirmeleri) tab.
Select the account from the Pending matches (Bekleyen eşleştirmeler) list on the left.
Compare the candidate customers and match information on the right.
Match the account to the correct existing customer, or create a customer if there is no suitable record.

Before creating a customer, check existing records to prevent duplicates.

Screenshot

SARRAF — Matching an e-commerce account screen — Matching an e-commerce account

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