How to create customers

Summary

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

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

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Solution Properties

Solution ID
221924850013095
Last Modified Date
Mon Nov 21 17:55:39 UTC 2022
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