How to create customers

This article will walk you through adding a new customer record.

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