ELITE Customer Catalog

How do I create a new customer account?
If you have access to the Customer Catalog screen in Elite, you can create a new customer account. STEPS:   1. Click the left Hamburger menu icon. 2. ...
Thu, 17 Jul, 2025 at 4:20 PM
How do I search for a customer?
If you have access to the Customer Catalog module, you can search for customers. 1.Click the left Hamburger menu icon. 2. Click on the Customer menu. ...
Thu, 17 Jul, 2025 at 4:28 PM
How do I add/ amend customer details?
If you have access to the Customer Catalog screen in Elite, you can add/amend the customers details. 1. Click the left Hamburger menu icon. 2. Click on...
Thu, 17 Jul, 2025 at 4:18 PM
How do I link a customer to a Cost+Plus Billing category?
If you have access to the Customer Catalog screen in Elite, you can link one or more customers to a Cost+Plus Billing category. STEPS: 1. Click the ...
Thu, 17 Jul, 2025 at 4:13 PM