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Step 1 - Click [Customers] in navigation bar. | |||||||||||||||||||||||||||||||
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Note: if the link not included in navigation bar, click Search button then enter customer into search box then select the link
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| Step 2 - Use Search function to check the customer is already created or not | |||||||||||||||||||||||||||||||
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Step 3 – Enter Customer information. | |||||||||||||||||||||||||||||||
General tab, the information about the customer number and name and balance and total sales.
Address & Contact holds the information about the address and contact of the customer.
Invoicing Tab holds the posting details and currency code.
Shipping Tab holds the Location Code for default sales shipment location
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Step 4 - Create Dimension Value for the new customer and assign to the customer card | |||||||||||||||||||||||||||||||
Go to Dimensions (1) Click search icon in system menu (2) Enter 'Dimensions' into the search box (3) Click Dimension
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Go to Dimensions Values (1) Select CUST (2) Select action button Dimension => (3) Dimension Values
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Add Dimension Values (1) Click New to add new dimension value (2) Enter Code. Dimension Value Code to be same as Customer No. (3) Enter Name. Dimension Value Name to be same as Customer Name. *NOTE: if the customer has Cust Group. Repeat step 4 for add dimension value for Cust Group
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Assign Dimension to the customer card (1) Go to Customer List, then search customer by either customer code or name (2) Select the customer (3) Select action menu Customer => Dimensions-Single (4) Select Dimension Code => CUST (5) Select Dimension Value => Select the dimension value for the customer (6) Value Posting => Select Same Code
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