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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.
Customer Posting Group Select posting group according to posting setup
If the currency is equal to local currency, user still need to select the Local Currency This field should NOT be blank
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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