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Now you can test/select this category for an existing customer.
You can also find out how to edit/change existing ad categories under : Members - Customer Management#Customer Management Display Categories
Customer tags
You will find the explanation under this heading: Members - Customer Administration#Customer Administration-CustomerTags
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The invoice templates are created automatically, but without content, after you have created a member type (How do I create a new member type: Member Type - Create Member)
Here you can add articles or article collections after selecting the invoice template in the lower area (open by clicking on the respective font).
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An automatic CustomerFilter ensures that all customers whose criteria match this template are included. This ensures that the created template also appears to the customers. |
Here you can enter information about the article:
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Here you indicate in which time periods this article is charged e.g. quarterly. If we assume, however, that you charge only 1 x per year, this article will be charged 4 x. |
Bookable places
You will find the explanation under this heading: TeeTimes - Tee-off times#T Tee-off times - bookable places
Overview
All data of the golf clubs are displayed here. This interface updates all golf club data about the association.
Business structure
You can start building your golf club by first selecting the seller.
If the seller is missing or not created, you can create a new one :
In the appendix, you can now add a location and a section in the Business Structure area:
Now that you have a section, you can add the storage locations to it (see above).
Template management
Revenue management
Export Configuration
Access: Club → Export Configuration
Quick access: Use the "Quick Search" to find the export configuration.
With this you can start the configuration.
The following areas are now defined here:
Field/range | Explanation | Note |
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Active | Here you set whether you want to release this configuration.Thus the use is permitted. | If you do not activate it, you can still save it, but it is not offered anywhere. (Idea: e.g. make the entry now and use it later, if necessary). |
Export header | Here the 1st line is used for the names of the fields. | If this is not selected, the 1st line starts immediately with the data of the 1st customer. |
Name | Designation for your export configuration. | |
Range | Here you specify where you need this export configuration. If, for example, you set Invoice, this export will be displayed in the invoice overview. | For each configuration the specification is only possible for 1 area. |
Export format | Here you set in which format the export is proposed by default. | When exporting, you can change the format of the file again. |
Available fields | These fields are available to you. | If certain fields are missing, please contact Nexxchange Support. |
Selected Fields | These fields are explicitly applied during application. | These fields will be exported. |