This article will walk you through adding a new customer record.
- Go to Maintain, Customers/Prospects
- Enter a Customer ID
- Enter the customer's information (address, phone number, etc.)
- If the customer is a prospect, check Prospect
- Go to the Sales Info tab
- If the customer has a default Sales Rep, select the employee
- Select the customer's default GL sales account if this will differ from what is currently selected
- Select the customer's default Batch delivery method
- Enter any other desired information on the customer record
- Click Save
- Solution ID
- 221924850013095
- Last Modified Date
- Mon Nov 21 17:55:39 UTC 2022
- Views
- 0