Create New Customer from Contract Card

Step 1 - Go to the Contact Card

Step 2 - Select Actions, Functions, Create As..., Customer

Step 3 – Select Related, Related Information, Customer/Vendor/Bank ACC./Employee to open the related customer card


Step 4 -  Go to the customer card then fill up the information

General tab, the information about the customer number and name and balance and total sales.

Fields

Details

Name

Enter customer Name

Address & Contact holds the information about the address and contact of the customer.

Fields

Details

Address

Enter Customer Address

Address 2

2nd line of address

Contact

Enter Contact name, system will auto create the Contact Card.

  • Click […] button in contact code field to create another contact if needs

Invoicing holds the posting details and currency code.

Fields

Details

Bill to Customer

Select from customer if Bill to Customer is different

Gen. Business Posting Group

Select posting group according to posting setup

Customer Posting Group

Select posting group according to posting setup

Currency Code