Customer

CUSTOMERS ARE LOCATED AT:

SELLING > CUSTOMERS > CUSTOMER

Creating a new Customer File

1. Navigate to the Customer List and create a new Customer

2. Enter the following information:

   1. Customer Name (“Full Name”)

   2. Type of customer

   3. Credit days (how long customer has to pay)

   4. Credit Limit

   5. Commission Rep (if applicable)

   6. Select the Payment Terms. If terms are unavailable, create a new payment term.

3. Save the Document.

4. Click NEW ADDRESS under the section 'Address and Contact'. The Address form will be loaded. Create the new address and return to the customer form.

5. Click NEW CONTACT under the section 'Address and Contact'. The Contact form will be loaded. Create the new contact and return to the customer form.