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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 | ||||||||||||||||||||||||||||||||||||||||||||
Step 2 - Click [New] to create new customer | ||||||||||||||||||||||||||||||||||||||||||||
Step 3 – Enter Customer information. | ||||||||||||||||||||||||||||||||||||||||||||
General tab, the information about the customer number and name and balance and total sales.
Address & Contact hold the information about the address and contact of the customer.
Invoicing holds the posting details and currency code.
Payments
Shipping
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Edit Ship-to-Address and Item Reference for the customer | ||||||||||||||||||||||||||||||||||||||||||||
To update the customer's ship to address or Item Reference (e.g. SKU) Option 1 - Go to customer list, then select the customer and then select the appropriate actions for update related information Option 2 - Go to customer card, then select the customer and then select the appropriate actions for update related information. |
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