Solution Properties
Solution ID:
221924850013095
Last Modified Date:
Mon Nov 21 17:55:39 UTC 2022
Taxonomy Path:
Category//Transactions
Author:
LegacyAuthorUS
How to create customers
Description
Cause
Resolution
  1. Go to Maintain, Customers/Prospects
  2. Enter a Customer ID
  3. Enter the customer's information (address, phone number, etc.)
  4. If the customer is a prospect, check Prospect
  5. Go to the Sales Info tab
  6. If the customer has a default Sales Rep, select the employee
  7. Select the customer's default GL sales account if this will differ from what is currently selected
  8. Select the customer's default Batch delivery method
  9. Enter any other desired information on the customer record
  10. Click Save

[BCB:161:Chat 50 US:ECB]
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