Sales Customers in CO3 Nucleus

Meet the full customer journey in CO3 Nucleus — from setup and updates to statements, approvals, billing, and beyond. This video gives you a practical, start-to-finish look at how customer records power everyday sales and service workflows, so you can work smarter, stay organised, and keep business moving. 00:00 Introduction to Sales Customers in CO3 Nucleus 00:26 How to Open the Customer Listing Screen 00:59 How to Create a New Customer Account 02:27 Customer Reporting, Salesperson, and Account Settings 03:18 Contacts, Addresses, and Customer Rank Setup 04:17 Commercial Tab and Additional Customer Details 04:35 Save a Customer and Activate the Record 04:44 Create a Customer with Mandatory Fields Only 05:19 How to Edit an Existing Customer 06:50 How to Deactivate a Customer 07:16 How to Reactivate a Customer 07:43 How to Delete a Customer 08:14 How to Place a Customer on Hold 08:58 How to Release a Customer from Hold 09:26 New CRM Customer Review and Approval Preparation 10:15 How to Approve a Customer Account 10:36 How to Decline a Customer Account 11:10 How to Print a Customer Statement 11:54 Customer Notes and Related Functions 12:31 Manage Customer Contacts 12:52 Manage Customer Addresses 13:26 Manage Customer Documents 13:56 View Customer Hold History 14:12 Statement Run for a Customer 15:38 Set Up Invoice Delivery Methods 16:50 Customer Call History and Actions 17:37 Project History for a Customer 18:42 Customer History and Audit Trail 19:03 Customer Equipment and Asset Management 19:53 View Customer Contracts 20:05 Manage Customer Functional Locations 23:02 Customer Commercial Exceptions Overview 23:43 Add Commercial Exceptions for Pricing by Item 25:23 Add Commercial Exceptions for Pricing by Type or Class 26:53 Edit or Delete Commercial Exceptions 27:46 View Customer Journals 27:59 Customer Quotes 28:38 Customer Sales Orders 29:23 Customer Sales Invoices 30:34 Manual Contract Invoices 33:06 Sales Credit Notes 33:50 Contract Credit Notes 35:53 Auto Re-Invoice Rules and Restrictions 36:17 Edit Contract Credit Notes 37:43 Delete a Contract Credit Note 38:02 View a Contract Credit Note 38:16 Release a Contract Credit Note for Approval 38:35 Remove a Contract Credit Note from Approval 39:14 Reject a Contract Credit Note 39:52 Approve a Contract Credit Note 40:22 Print a Contract Credit Note 40:58 Send Contract Credit Notes to Print Queue 41:20 View the Invoice Generated from a Contract Credit Note 41:59 Businesses make better decisions with CO3 Nucleus