Page 155 - Sales Mobility eBook Training Deck

Change of Ownership

28 The new Customer will only have options C.O.D.Terms. Details for applying
for terms via myCCA website will be sent to the Customer in the Welcome
Pack

29

29 Once you have viewed/edited all tabs, the summary will display. In the
confirmation section, you will need to enter the effective date which drives
how and when the Change of Ownership is completed.

30 Select effective date by tapping in the field and selecting from the Calendar.
If you select a date prior to today, any invoices with an outstanding balance
will be transferred to the new Customers Number. The new Customer
should only use their new customer number for ordering